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 | $50,252 | $176,812-71.6% | $146,665-65.7% | $167,490-70.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.56% | 24.03%-1.5pp | 22.74%-0.2pp | 478.56%-456.0pp |
| Employer contribution / active EE | $4,748 | $5,160-8.0% | $4,136+14.8% | $4,837-1.8% |
| Participant deferral / active EE | $10,777 | $6,440+67.3% | $5,506+95.7% | $6,341+69.9% |
| Admin fee / account holder | $22 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |