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 | $32,598 | $64,324-49.3% | $118,925-72.6% | $79,858-59.2% |
| Participation rate | 98.0% | 64.9%+33.1pp | 75.4%+22.6pp | 69.6%+28.4pp |
| Annual return | 43.09% | 86.45%-43.4pp | 35.88%+7.2pp | 31.71%+11.4pp |
| Employer contribution / active EE | $4,000 | $1,836+117.8% | $3,263+22.6% | $2,471+61.9% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |