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 8-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 | $12,201 | $69,207-82.4% | $64,056-81.0% | $139,434-91.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.56% | 45.88%-30.3pp | 33.69%-18.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,036 | $3,182+26.8% | $2,747+46.9% | $4,751-15.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $155 | $4,244-96.3% | $3,068-94.9% | $11,403-98.6% |