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 | $18,972 | $107,334-82.3% | $92,893-79.6% | $152,861-87.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.16% | 145.58%-113.4pp | 109.41%-77.3pp | 345.32%-313.2pp |
| Employer contribution / active EE | $4,141 | $4,221-1.9% | $3,653+13.4% | $4,762-13.1% |
| Participant deferral / active EE | $5,493 | $4,845+13.4% | $4,236+29.7% | $5,850-6.1% |
| Admin fee / account holder | $154 | $7,079-97.8% | $5,794-97.3% | $11,596-98.7% |