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 | $42,875 | $176,056-75.6% | $159,436-73.1% | $167,490-74.4% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 19.63% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,937 | $5,297-63.4% | $4,829-59.9% | $4,837-60.0% |
| Participant deferral / active EE | $11,715 | $7,750+51.2% | $7,352+59.3% | $6,341+84.7% |
| Admin fee / account holder | $55 | $12,554-99.6% | $10,799-99.5% | $12,309-99.6% |