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 | $29,606 | $109,327-72.9% | $89,391-66.9% | $158,922-81.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.67% | 345.68%-320.0pp | 245.62%-219.9pp | 302.83%-277.2pp |
| Employer contribution / active EE | $8,160 | $3,170+157.4% | $2,586+215.6% | $4,761+71.4% |
| Participant deferral / active EE | $6,899 | $4,598+50.0% | $3,890+77.4% | $5,982+15.3% |
| Admin fee / account holder | $88 | $6,153-98.6% | $4,881-98.2% | $11,246-99.2% |