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 | $44,844 | $100,773-55.5% | $88,946-49.6% | $142,382-68.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.35% | 70.18%-49.8pp | 57.82%-37.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,964 | $2,918+35.9% | $2,555+55.1% | $4,299-7.8% |
| Participant deferral / active EE | $10,050 | $5,230+92.1% | $4,581+119.4% | $6,507+54.4% |
| Admin fee / account holder | $48 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |