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 | $23,730 | $159,602-85.1% | $150,045-84.2% | $142,382-83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.21% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,422 | $4,961-51.2% | $4,693-48.4% | $4,299-43.7% |
| Participant deferral / active EE | $8,288 | $8,310-0.3% | $7,997+3.6% | $6,507+27.4% |
| Admin fee / account holder | $145 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |