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 | $34,069 | $106,890-68.1% | $84,015-59.4% | $152,861-77.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.73% | 104.99%-86.3pp | 71.31%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,846 | $2,734+4.1% | $1,983+43.5% | $4,762-40.2% |
| Participant deferral / active EE | $8,333 | $4,011+107.7% | $3,239+157.3% | $5,850+42.4% |
| Admin fee / account holder | $269 | $8,285-96.8% | $6,101-95.6% | $11,596-97.7% |