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 | $35,913 | $108,172-66.8% | $77,482-53.7% | $158,922-77.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.57% | 31.67%-17.1pp | 54.79%-40.2pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,367 | $1,325+3.2% | $986+38.6% | $4,761-71.3% |
| Participant deferral / active EE | $4,784 | $2,456+94.8% | $1,861+157.0% | $5,982-20.0% |
| Admin fee / account holder | $4 | $3,708-99.9% | $2,858-99.9% | $11,246-100.0% |