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 | $30,391 | $157,256-80.7% | $141,162-78.5% | $152,861-80.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.99% | 64.32%-37.3pp | 71.39%-44.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $12,364 | $5,261+135.0% | $4,735+161.1% | $4,762+159.6% |
| Participant deferral / active EE | $5,137 | $7,109-27.7% | $6,709-23.4% | $5,850-12.2% |
| Admin fee / account holder | $16 | $12,120-99.9% | $10,261-99.8% | $11,596-99.9% |