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 | $37,158 | $209,336-82.2% | $197,124-81.2% | $137,256-72.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.91% | 48.09%-29.2pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,828 | $6,591-72.3% | $6,227-70.7% | $4,156-56.0% |
| Participant deferral / active EE | $4,543 | $9,614-52.7% | $9,135-50.3% | $6,407-29.1% |
| Admin fee / account holder | $52 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |