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 | $40,139 | $157,256-74.5% | $141,162-71.6% | $152,861-73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 35.96% | 64.32%-28.4pp | 71.39%-35.4pp | 345.32%-309.4pp |
| Employer contribution / active EE | $2,921 | $5,261-44.5% | $4,735-38.3% | $4,762-38.7% |
| Participant deferral / active EE | $3,650 | $7,109-48.7% | $6,709-45.6% | $5,850-37.6% |
| Admin fee / account holder | $118 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |