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 | $37,502 | $183,519-79.6% | $155,509-75.9% | $145,922-74.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.33% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,032 | $5,313-61.7% | $4,672-56.5% | $4,660-56.4% |
| Participant deferral / active EE | $5,149 | $6,462-20.3% | $5,626-8.5% | $6,688-23.0% |
| Admin fee / account holder | $28 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |