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 | $31,920 | $157,256-79.7% | $141,162-77.4% | $152,861-79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.61% | 64.32%-34.7pp | 71.39%-41.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $4,141 | $5,261-21.3% | $4,735-12.5% | $4,762-13.0% |
| Participant deferral / active EE | $5,720 | $7,109-19.5% | $6,709-14.7% | $5,850-2.2% |
| Admin fee / account holder | $19 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |