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 | $67,802 | $105,860-36.0% | $90,749-25.3% | $134,475-49.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 40.97% | -11.01%+52.0pp | -12.16%+53.1pp | 417.96%-377.0pp |
| Employer contribution / active EE | $1,707 | $3,462-50.7% | $2,921-41.6% | $4,740-64.0% |
| Participant deferral / active EE | $5,867 | $5,216+12.5% | $4,564+28.5% | $6,400-8.3% |
| Admin fee / account holder | $13 | $13,938-99.9% | $8,445-99.8% | $11,426-99.9% |