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 7-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 | $89,146 | $153,311-41.9% | $109,313-18.4% | $273,961-67.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.24% | 29.86%-23.6pp | 22.07%-15.8pp | 41.45%-35.2pp |
| Employer contribution / active EE | $35,000 | $5,619+522.9% | $3,892+799.3% | $4,869+618.9% |
| Participant deferral / active EE | $21,000 | $3,932+434.1% | $3,166+563.2% | $5,287+297.2% |
| Admin fee / account holder | $296 | $8,076-96.3% | $5,666-94.8% | $10,132-97.1% |