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 | $32,985 | $181,894-81.9% | $156,549-78.9% | $273,961-88.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.66% | 30.74%-19.1pp | 32.23%-20.6pp | 41.45%-29.8pp |
| Employer contribution / active EE | $2,988 | $6,248-52.2% | $5,501-45.7% | $4,869-38.6% |
| Participant deferral / active EE | $12,855 | $5,550+131.6% | $4,871+163.9% | $5,287+143.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |