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 | $31,773 | $157,256-79.8% | $141,162-77.5% | $152,861-79.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 51.49% | 64.32%-12.8pp | 71.39%-19.9pp | 345.32%-293.8pp |
| Employer contribution / active EE | $6,461 | $5,261+22.8% | $4,735+36.4% | $4,762+35.7% |
| Participant deferral / active EE | $8,336 | $7,109+17.3% | $6,709+24.3% | $5,850+42.5% |
| Admin fee / account holder | $133 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |