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 | $56,195 | $103,376-45.6% | $87,100-35.5% | $152,861-63.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.32% | 28.10%-4.8pp | 28.19%-4.9pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,513 | $3,220-22.0% | $2,521-0.3% | $4,762-47.2% |
| Participant deferral / active EE | $5,524 | $4,778+15.6% | $4,049+36.4% | $5,850-5.6% |
| Admin fee / account holder | $10 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |