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 9-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 | $31,712 | $162,781-80.5% | $133,956-76.3% | $158,922-80.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 32.63% | 41.94%-9.3pp | 45.09%-12.5pp | 302.83%-270.2pp |
| Employer contribution / active EE | $4,064 | $4,975-18.3% | $3,919+3.7% | $4,761-14.6% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $79 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |