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 | $32,577 | $157,256-79.3% | $141,162-76.9% | $152,861-78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 44.45% | 64.32%-19.9pp | 71.39%-26.9pp | 345.32%-300.9pp |
| Employer contribution / active EE | $8,711 | $5,261+65.6% | $4,735+84.0% | $4,762+82.9% |
| Participant deferral / active EE | $12,753 | $7,109+79.4% | $6,709+90.1% | $5,850+118.0% |
| Admin fee / account holder | $1 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |