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 | $38,957 | $99,918-61.0% | $81,382-52.1% | $145,922-73.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 34.32%-17.1pp | 24.73%-7.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,655 | $2,978-10.9% | $2,463+7.8% | $4,660-43.0% |
| Participant deferral / active EE | $13,082 | $4,605+184.1% | $3,883+236.9% | $6,688+95.6% |
| Admin fee / account holder | $258 | $8,212-96.9% | $5,768-95.5% | $13,397-98.1% |