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 | $29,918 | $162,781-81.6% | $133,956-77.7% | $158,922-81.2% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 34.33% | 41.94%-7.6pp | 45.09%-10.8pp | 302.83%-268.5pp |
| Employer contribution / active EE | $3,442 | $4,975-30.8% | $3,919-12.2% | $4,761-27.7% |
| Participant deferral / active EE | $6,816 | $5,911+15.3% | $5,048+35.0% | $5,982+13.9% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |