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 7-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 | $34,907 | $116,175-70.0% | $93,606-62.7% | $152,861-77.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.88% | 35.96%-13.1pp | 32.76%-9.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,050 | $3,218-36.3% | $2,718-24.6% | $4,762-56.9% |
| Participant deferral / active EE | $9,337 | $4,603+102.8% | $4,069+129.5% | $5,850+59.6% |
| Admin fee / account holder | $169 | $10,748-98.4% | $7,888-97.9% | $11,596-98.5% |