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 | $15,632 | $117,381-86.7% | $99,443-84.3% | $152,861-89.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 31.78% | 31.87%-0.1pp | 30.72%+1.1pp | 345.32%-313.5pp |
| Employer contribution / active EE | $1,072 | $3,013-64.4% | $2,540-57.8% | $4,762-77.5% |
| Participant deferral / active EE | $7,162 | $4,086+75.3% | $3,619+97.9% | $5,850+22.4% |
| Admin fee / account holder | $170 | $7,631-97.8% | $6,250-97.3% | $11,596-98.5% |