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 | $28,860 | $157,256-81.6% | $141,162-79.6% | $152,861-81.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.77% | 64.32%-30.5pp | 71.39%-37.6pp | 345.32%-311.5pp |
| Employer contribution / active EE | $3,531 | $5,261-32.9% | $4,735-25.4% | $4,762-25.9% |
| Participant deferral / active EE | $12,109 | $7,109+70.3% | $6,709+80.5% | $5,850+107.0% |
| Admin fee / account holder | $101 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |