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 | $34,602 | $157,256-78.0% | $141,162-75.5% | $152,861-77.4% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 32.62% | 64.32%-31.7pp | 71.39%-38.8pp | 345.32%-312.7pp |
| Employer contribution / active EE | $2,877 | $5,261-45.3% | $4,735-39.2% | $4,762-39.6% |
| Participant deferral / active EE | $8,668 | $7,109+21.9% | $6,709+29.2% | $5,850+48.2% |
| Admin fee / account holder | $57 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |