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 | $57,787 | $201,272-71.3% | $184,203-68.6% | $145,922-60.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.73% | 29.00%-7.3pp | 28.81%-7.1pp | 561.29%-539.6pp |
| Employer contribution / active EE | $4,024 | $7,022-42.7% | $6,427-37.4% | $4,660-13.6% |
| Participant deferral / active EE | $8,229 | $9,806-16.1% | $9,131-9.9% | $6,688+23.0% |
| Admin fee / account holder | $49 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |