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 | $58,183 | $157,256-63.0% | $141,162-58.8% | $152,861-61.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.35% | 64.32%-44.0pp | 71.39%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,581 | $5,261-50.9% | $4,735-45.5% | $4,762-45.8% |
| Participant deferral / active EE | $9,668 | $7,109+36.0% | $6,709+44.1% | $5,850+65.3% |
| Admin fee / account holder | $247 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |