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 3-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 | $28,056 | $117,983-76.2% | $101,794-72.4% | $142,382-80.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 32.33% | 36.92%-4.6pp | 30.53%+1.8pp | 217.08%-184.7pp |
| Employer contribution / active EE | $3,184 | $2,773+14.8% | $2,289+39.1% | $4,299-25.9% |
| Participant deferral / active EE | $9,803 | $4,714+108.0% | $4,084+140.0% | $6,507+50.6% |
| Admin fee / account holder | $60 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |