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 | $28,927 | $157,256-81.6% | $141,162-79.5% | $152,861-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.63% | 64.32%-27.7pp | 71.39%-34.8pp | 345.32%-308.7pp |
| Employer contribution / active EE | $4,578 | $5,261-13.0% | $4,735-3.3% | $4,762-3.9% |
| Participant deferral / active EE | $13,476 | $7,109+89.5% | $6,709+100.9% | $5,850+130.3% |
| Admin fee / account holder | $234 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |