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 | $31,205 | $103,376-69.8% | $87,100-64.2% | $152,861-79.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.30% | 28.10%-2.8pp | 28.19%-2.9pp | 345.32%-320.0pp |
| Employer contribution / active EE | $7,748 | $3,220+140.6% | $2,521+207.3% | $4,762+62.7% |
| Participant deferral / active EE | $6,616 | $4,778+38.5% | $4,049+63.4% | $5,850+13.1% |
| Admin fee / account holder | $23 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |