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 | $34,952 | $135,952-74.3% | $123,892-71.8% | $273,961-87.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.94% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.5pp |
| Employer contribution / active EE | $12,165 | $5,170+135.3% | $4,617+163.5% | $4,869+149.9% |
| Participant deferral / active EE | $6,662 | $6,343+5.0% | $5,984+11.3% | $5,287+26.0% |
| Admin fee / account holder | $91 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |