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 | $45,884 | $100,773-54.5% | $88,946-48.4% | $142,382-67.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.98% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,038 | $2,918-30.1% | $2,555-20.2% | $4,299-52.6% |
| Participant deferral / active EE | $3,007 | $5,230-42.5% | $4,581-34.4% | $6,507-53.8% |
| Admin fee / account holder | $49 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |