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 4-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 | $71,698 | $100,773-28.9% | $88,946-19.4% | $142,382-49.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.80% | 70.18%-52.4pp | 57.82%-40.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,075 | $2,918+73.9% | $2,555+98.6% | $4,299+18.0% |
| Participant deferral / active EE | $7,565 | $5,230+44.6% | $4,581+65.1% | $6,507+16.3% |
| Admin fee / account holder | $98 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |