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 | $36,467 | $106,515-65.8% | $96,683-62.3% | $139,434-73.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 33.54% | 38.43%-4.9pp | 35.69%-2.2pp | 372.94%-339.4pp |
| Employer contribution / active EE | $9,533 | $4,103+132.4% | $3,737+155.1% | $4,751+100.7% |
| Participant deferral / active EE | $7,162 | $5,454+31.3% | $4,878+46.8% | $6,710+6.7% |
| Admin fee / account holder | $10 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |