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 10-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 | $29,811 | $157,256-81.0% | $141,162-78.9% | $152,861-80.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 42.72% | 64.32%-21.6pp | 71.39%-28.7pp | 345.32%-302.6pp |
| Employer contribution / active EE | $1,550 | $5,261-70.5% | $4,735-67.3% | $4,762-67.5% |
| Participant deferral / active EE | $8,758 | $7,109+23.2% | $6,709+30.5% | $5,850+49.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |