See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,870 | $102,966-63.2% | $90,281-58.1% | $152,861-75.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.25% | 95.16%-68.9pp | 78.10%-51.8pp | 345.32%-319.1pp |
| Employer contribution / active EE | $19,076 | $3,139+507.8% | $2,854+568.3% | $4,762+300.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $51 | $6,171-99.2% | $5,351-99.0% | $11,596-99.6% |