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 | $30,657 | $171,164-82.1% | $127,761-76.0% | $152,861-79.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 35.93% | 23.54%+12.4pp | 26.14%+9.8pp | 345.32%-309.4pp |
| Employer contribution / active EE | $6,885 | $5,447+26.4% | $4,574+50.5% | $4,762+44.6% |
| Participant deferral / active EE | $9,246 | $7,038+31.4% | $6,021+53.6% | $5,850+58.0% |
| Admin fee / account holder | $168 | $14,530-98.8% | $9,395-98.2% | $11,596-98.6% |