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 9-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 | $36,718 | $92,703-60.4% | $82,719-55.6% | $134,475-72.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.39% | 944.92%-943.5pp | 701.18%-699.8pp | 417.96%-416.6pp |
| Employer contribution / active EE | $1,245 | $3,274-62.0% | $3,009-58.6% | $4,740-73.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $103 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |