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 | $30,256 | $226,064-86.6% | $182,532-83.4% | $152,861-80.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 282.11% | 192.51%+89.6pp | 148.54%+133.6pp | 345.32%-63.2pp |
| Employer contribution / active EE | $2,429 | $4,978-51.2% | $4,076-40.4% | $4,762-49.0% |
| Participant deferral / active EE | $2,950 | $6,368-53.7% | $5,524-46.6% | $5,850-49.6% |
| Admin fee / account holder | $57 | $10,703-99.5% | $8,592-99.3% | $11,596-99.5% |