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 | $38,471 | $148,534-74.1% | $135,903-71.7% | $139,434-72.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.08% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,879 | $5,243-64.2% | $4,856-61.3% | $4,751-60.4% |
| Participant deferral / active EE | $4,055 | $8,100-49.9% | $7,758-47.7% | $6,710-39.6% |
| Admin fee / account holder | $28 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |