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 | $29,683 | $112,096-73.5% | $95,952-69.1% | $158,922-81.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 26.22% | 171.09%-144.9pp | 91.61%-65.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $2,419 | $3,198-24.4% | $2,541-4.8% | $4,761-49.2% |
| Participant deferral / active EE | $5,793 | $4,784+21.1% | $4,167+39.0% | $5,982-3.2% |
| Admin fee / account holder | $50 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |