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 8-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 | $28,032 | $109,327-74.4% | $89,391-68.6% | $158,922-82.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.77% | 345.68%-324.9pp | 245.62%-224.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $8,708 | $3,170+174.7% | $2,586+236.8% | $4,761+82.9% |
| Participant deferral / active EE | $7,158 | $4,598+55.7% | $3,890+84.0% | $5,982+19.7% |
| Admin fee / account holder | $2 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |