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 7-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 | $19,128 | $63,861-70.0% | $104,607-81.7% | $79,858-76.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 32.33% | 21.30%+11.0pp | 340.46%-308.1pp | 31.71%+0.6pp |
| Employer contribution / active EE | $6,062 | $1,588+281.6% | $2,681+126.1% | $2,471+145.3% |
| Participant deferral / active EE | $6,863 | $2,693+154.8% | $3,740+83.5% | $3,740+83.5% |
| Admin fee / account holder | $1 | $4,185-100.0% | $6,473-100.0% | $5,306-100.0% |