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 | $55,091 | $100,773-45.3% | $88,946-38.1% | $142,382-61.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.12% | 70.18%-51.1pp | 57.82%-38.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $5,177 | $2,918+77.4% | $2,555+102.6% | $4,299+20.4% |
| Participant deferral / active EE | $10,120 | $5,230+93.5% | $4,581+120.9% | $6,507+55.5% |
| Admin fee / account holder | $57 | $9,693-99.4% | $8,261-99.3% | $12,624-99.6% |