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 | $40,904 | $157,256-74.0% | $141,162-71.0% | $152,861-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.77% | 64.32%-35.6pp | 71.39%-42.6pp | 345.32%-316.6pp |
| Employer contribution / active EE | $6,825 | $5,261+29.7% | $4,735+44.1% | $4,762+43.3% |
| Participant deferral / active EE | $21,007 | $7,109+195.5% | $6,709+213.1% | $5,850+259.1% |
| Admin fee / account holder | $3 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |