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 | $39,755 | $133,922-70.3% | $116,228-65.8% | $142,382-72.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.14% | 147.76%-128.6pp | 90.06%-70.9pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,628 | $3,446-52.8% | $2,994-45.6% | $4,299-62.1% |
| Participant deferral / active EE | $3,757 | $5,672-33.8% | $4,953-24.1% | $6,507-42.3% |
| Admin fee / account holder | $229 | $14,945-98.5% | $11,989-98.1% | $12,624-98.2% |