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 | $34,484 | $100,773-65.8% | $88,946-61.2% | $142,382-75.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.68% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,905 | $2,918-0.4% | $2,555+13.7% | $4,299-32.4% |
| Participant deferral / active EE | $9,611 | $5,230+83.8% | $4,581+109.8% | $6,507+47.7% |
| Admin fee / account holder | $109 | $9,693-98.9% | $8,261-98.7% | $12,624-99.1% |