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 | $58,936 | $86,286-31.7% | $111,297-47.0% | $85,850-31.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.27% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $14,654 | $2,043+617.2% | $2,731+436.6% | $2,565+471.3% |
| Participant deferral / active EE | $9,925 | $3,641+172.6% | $4,487+121.2% | $3,952+151.2% |
| Admin fee / account holder | $8 | $8,188-99.9% | $7,964-99.9% | $6,260-99.9% |