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 6-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 | $19,240 | $183,519-89.5% | $155,509-87.6% | $145,922-86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.74% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,909 | $5,313-64.1% | $4,672-59.1% | $4,660-59.0% |
| Participant deferral / active EE | $3,781 | $6,462-41.5% | $5,626-32.8% | $6,688-43.5% |
| Admin fee / account holder | $239 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |