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 7-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 | $36,885 | $162,781-77.3% | $133,956-72.5% | $158,922-76.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 32.80% | 41.94%-9.1pp | 45.09%-12.3pp | 302.83%-270.0pp |
| Employer contribution / active EE | $931 | $4,975-81.3% | $3,919-76.2% | $4,761-80.4% |
| Participant deferral / active EE | $15,768 | $5,911+166.8% | $5,048+212.4% | $5,982+163.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |