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 | $42,052 | $110,502-61.9% | $80,716-47.9% | $167,490-74.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.72% | 120.54%-108.8pp | 87.28%-75.6pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,603 | $1,543+3.9% | $1,160+38.2% | $4,837-66.9% |
| Participant deferral / active EE | $4,748 | $2,871+65.4% | $2,146+121.3% | $6,341-25.1% |
| Admin fee / account holder | $8 | $4,545-99.8% | $3,380-99.8% | $12,309-99.9% |