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 3-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 | $27,306 | $100,773-72.9% | $88,946-69.3% | $142,382-80.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.68% | 70.18%-44.5pp | 57.82%-32.1pp | 217.08%-191.4pp |
| Employer contribution / active EE | $5,929 | $2,918+103.2% | $2,555+132.1% | $4,299+37.9% |
| Participant deferral / active EE | $13,307 | $5,230+154.4% | $4,581+190.5% | $6,507+104.5% |
| Admin fee / account holder | $43 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |