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 6-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 | $42,831 | $117,983-63.7% | $101,794-57.9% | $142,382-69.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.51% | 36.92%-24.4pp | 30.53%-18.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,486 | $2,773+25.7% | $2,289+52.3% | $4,299-18.9% |
| Participant deferral / active EE | $11,750 | $4,714+149.3% | $4,084+187.7% | $6,507+80.6% |
| Admin fee / account holder | $166 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |