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 | $38,981 | $115,770-66.3% | $101,248-61.5% | $158,922-75.5% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 22.71% | 56.14%-33.4pp | 46.47%-23.8pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,630 | $4,175-37.0% | $3,660-28.1% | $4,761-44.8% |
| Participant deferral / active EE | $5,496 | $4,957+10.9% | $4,370+25.8% | $5,982-8.1% |
| Admin fee / account holder | $66 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |