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 | $35,020 | $114,381-69.4% | $107,525-67.4% | $142,382-75.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.85% | 242.71%-219.9pp | 181.32%-158.5pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,940 | $4,015-51.7% | $3,754-48.3% | $4,299-54.9% |
| Participant deferral / active EE | $3,455 | $5,564-37.9% | $5,116-32.5% | $6,507-46.9% |
| Admin fee / account holder | $221 | $9,860-97.8% | $8,919-97.5% | $12,624-98.3% |