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 | $35,621 | $112,096-68.2% | $95,952-62.9% | $158,922-77.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.69% | 171.09%-149.4pp | 91.61%-69.9pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,607 | $3,198-18.5% | $2,541+2.6% | $4,761-45.2% |
| Participant deferral / active EE | $10,083 | $4,784+110.8% | $4,167+142.0% | $5,982+68.6% |
| Admin fee / account holder | $5 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |