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 6-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 | $33,812 | $100,773-66.4% | $88,946-62.0% | $142,382-76.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.40% | 70.18%-51.8pp | 57.82%-39.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,334 | $2,918-54.3% | $2,555-47.8% | $4,299-69.0% |
| Participant deferral / active EE | $1,314 | $5,230-74.9% | $4,581-71.3% | $6,507-79.8% |
| Admin fee / account holder | $15 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |