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 | $33,010 | $162,781-79.7% | $133,956-75.4% | $158,922-79.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.44% | 41.94%-24.5pp | 45.09%-27.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,917 | $4,975-41.4% | $3,919-25.6% | $4,761-38.7% |
| Participant deferral / active EE | $4,527 | $5,911-23.4% | $5,048-10.3% | $5,982-24.3% |
| Admin fee / account holder | $58 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |