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 | $34,974 | $81,248-57.0% | $155,509-77.5% | $80,856-56.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.52% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,288 | $3,100+70.6% | $4,672+13.2% | $2,755+92.0% |
| Participant deferral / active EE | $3,681 | $3,452+6.6% | $5,626-34.6% | $4,296-14.3% |
| Admin fee / account holder | $25 | $7,997-99.7% | $15,912-99.8% | $6,918-99.6% |