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 | $73,471 | $100,773-27.1% | $88,946-17.4% | $142,382-48.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.03% | 70.18%-48.2pp | 57.82%-35.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,635 | $2,918-9.7% | $2,555+3.1% | $4,299-38.7% |
| Participant deferral / active EE | $12,433 | $5,230+137.7% | $4,581+171.4% | $6,507+91.1% |
| Admin fee / account holder | $258 | $9,693-97.3% | $8,261-96.9% | $12,624-98.0% |