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 | $62,895 | $124,281-49.4% | $109,143-42.4% | $167,490-62.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.47% | 26.04%-8.6pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $11,443 | $4,207+172.0% | $3,722+207.4% | $4,837+136.5% |
| Participant deferral / active EE | $8,546 | $5,255+62.6% | $4,653+83.7% | $6,341+34.8% |
| Admin fee / account holder | $19 | $7,970-99.8% | $6,752-99.7% | $12,309-99.8% |