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 9-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 | $70,305 | $153,311-54.1% | $109,313-35.7% | $273,961-74.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.76% | 29.86%-24.1pp | 22.07%-16.3pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,393 | $5,619-21.8% | $3,892+12.9% | $4,869-9.8% |
| Participant deferral / active EE | $14,443 | $3,932+267.3% | $3,166+356.1% | $5,287+173.2% |
| Admin fee / account holder | $8 | $8,076-99.9% | $5,666-99.9% | $10,132-99.9% |