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 | $39,031 | $99,341-60.7% | $84,750-53.9% | $273,961-85.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.01% | 22.93%-9.9pp | 22.78%-9.8pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,712 | $4,214-35.6% | $3,574-24.1% | $4,869-44.3% |
| Participant deferral / active EE | $10,365 | $4,269+142.8% | $3,712+179.3% | $5,287+96.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |