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 | $33,858 | $69,207-51.1% | $64,056-47.1% | $139,434-75.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.75% | 45.88%-34.1pp | 33.69%-21.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,073 | $3,182-34.8% | $2,747-24.5% | $4,751-56.4% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $236 | $4,244-94.4% | $3,068-92.3% | $11,403-97.9% |