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 | $32,512 | $157,256-79.3% | $141,162-77.0% | $152,861-78.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.69% | 64.32%-35.6pp | 71.39%-42.7pp | 345.32%-316.6pp |
| Employer contribution / active EE | $2,832 | $5,261-46.2% | $4,735-40.2% | $4,762-40.5% |
| Participant deferral / active EE | $6,340 | $7,109-10.8% | $6,709-5.5% | $5,850+8.4% |
| Admin fee / account holder | $145 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |