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 | $31,044 | $148,534-79.1% | $135,903-77.2% | $139,434-77.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.33% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,473 | $5,243-52.8% | $4,856-49.1% | $4,751-48.0% |
| Participant deferral / active EE | $2,829 | $8,100-65.1% | $7,758-63.5% | $6,710-57.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |