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 9-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 | $42,287 | $157,256-73.1% | $141,162-70.0% | $152,861-72.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.86% | 64.32%-44.5pp | 71.39%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,141 | $5,261-59.3% | $4,735-54.8% | $4,762-55.1% |
| Participant deferral / active EE | $3,608 | $7,109-49.3% | $6,709-46.2% | $5,850-38.3% |
| Admin fee / account holder | $50 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |