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 | $41,419 | $100,773-58.9% | $88,946-53.4% | $142,382-70.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.64% | 70.18%-51.5pp | 57.82%-39.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,963 | $2,918+1.5% | $2,555+16.0% | $4,299-31.1% |
| Participant deferral / active EE | $3,820 | $5,230-27.0% | $4,581-16.6% | $6,507-41.3% |
| Admin fee / account holder | $224 | $9,693-97.7% | $8,261-97.3% | $12,624-98.2% |