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 | $34,731 | $115,770-70.0% | $101,248-65.7% | $158,922-78.1% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 25.67% | 56.14%-30.5pp | 46.47%-20.8pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,193 | $4,175-47.5% | $3,660-40.1% | $4,761-53.9% |
| Participant deferral / active EE | $5,903 | $4,957+19.1% | $4,370+35.1% | $5,982-1.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |