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 | $28,313 | $100,773-71.9% | $88,946-68.2% | $142,382-80.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.97% | 70.18%-51.2pp | 57.82%-38.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,102 | $2,918-62.2% | $2,555-56.9% | $4,299-74.4% |
| Participant deferral / active EE | $1,342 | $5,230-74.3% | $4,581-70.7% | $6,507-79.4% |
| Admin fee / account holder | $270 | $9,693-97.2% | $8,261-96.7% | $12,624-97.9% |