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 | $41,423 | $165,335-74.9% | $149,696-72.3% | $158,922-73.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.30% | 348.15%-305.8pp | 276.60%-234.3pp | 302.83%-260.5pp |
| Employer contribution / active EE | $3,968 | $5,103-22.2% | $4,644-14.6% | $4,761-16.7% |
| Participant deferral / active EE | $11,278 | $7,181+57.0% | $6,842+64.8% | $5,982+88.5% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |