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 6-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 | $32,057 | $124,281-74.2% | $109,143-70.6% | $167,490-80.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.61% | 26.04%-14.4pp | 25.75%-14.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $11,973 | $4,207+184.6% | $3,722+221.7% | $4,837+147.5% |
| Participant deferral / active EE | $8,650 | $5,255+64.6% | $4,653+85.9% | $6,341+36.4% |
| Admin fee / account holder | $284 | $7,970-96.4% | $6,752-95.8% | $12,309-97.7% |