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 | $44,381 | $115,770-61.7% | $101,248-56.2% | $158,922-72.1% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 32.05% | 56.14%-24.1pp | 46.47%-14.4pp | 302.83%-270.8pp |
| Employer contribution / active EE | $14,564 | $4,175+248.9% | $3,660+298.0% | $4,761+205.9% |
| Participant deferral / active EE | $14,940 | $4,957+201.4% | $4,370+241.9% | $5,982+149.7% |
| Admin fee / account holder | $18 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |