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 7-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 | $30,747 | $228,332-86.5% | $185,823-83.5% | $158,922-80.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 26.05% | 40.80%-14.8pp | 35.95%-9.9pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,067 | $4,967-78.5% | $4,087-73.9% | $4,761-77.6% |
| Participant deferral / active EE | $6,401 | $6,415-0.2% | $5,632+13.7% | $5,982+7.0% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |