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 | $57,023 | $100,773-43.4% | $88,946-35.9% | $142,382-60.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.12% | 70.18%-47.1pp | 57.82%-34.7pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,430 | $2,918-16.7% | $2,555-4.9% | $4,299-43.5% |
| Participant deferral / active EE | $8,770 | $5,230+67.7% | $4,581+91.4% | $6,507+34.8% |
| Admin fee / account holder | $119 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |