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 | $49,859 | $65,561-24.0% | $86,188-42.2% | $75,163-33.7% |
| Participation rate | 88.5% | 60.5%+28.0pp | 69.0%+19.5pp | 67.2%+21.3pp |
| Annual return | 32.68% | 46.05%-13.4pp | 1168.45%-1135.8pp | 160.62%-127.9pp |
| Employer contribution / active EE | $2,915 | $1,553+87.7% | $2,380+22.5% | $2,670+9.2% |
| Participant deferral / active EE | $5,320 | $3,024+75.9% | $3,985+33.5% | $4,125+29.0% |
| Admin fee / account holder | $165 | $5,474-97.0% | $6,852-97.6% | $5,651-97.1% |