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 | $35,132 | $202,432-82.6% | $169,368-79.3% | $139,434-74.8% |
| Participation rate | 95.5% | 81.1%+14.4pp | 77.1%+18.3pp | 80.3%+15.1pp |
| Annual return | 28.13% | 531.74%-503.6pp | 405.60%-377.5pp | 372.94%-344.8pp |
| Employer contribution / active EE | $2,075 | $4,692-55.8% | $4,013-48.3% | $4,751-56.3% |
| Participant deferral / active EE | $4,646 | $6,938-33.0% | $6,221-25.3% | $6,710-30.8% |
| Admin fee / account holder | $28 | $10,708-99.7% | $9,003-99.7% | $11,403-99.8% |