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 | $31,647 | $72,277-56.2% | $101,248-68.7% | $79,858-60.4% |
| Participation rate | 90.9% | 68.5%+22.4pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | 19.30% | 22.30%-3.0pp | 46.47%-27.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $6,370 | $2,692+136.7% | $3,660+74.1% | $2,471+157.8% |
| Participant deferral / active EE | $4,882 | $3,282+48.8% | $4,370+11.7% | $3,740+30.5% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |