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 | $27,927 | $157,256-82.2% | $141,162-80.2% | $152,861-81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.15% | 64.32%-31.2pp | 71.39%-38.2pp | 345.32%-312.2pp |
| Employer contribution / active EE | $3,057 | $5,261-41.9% | $4,735-35.4% | $4,762-35.8% |
| Participant deferral / active EE | $14,053 | $7,109+97.7% | $6,709+109.5% | $5,850+140.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |