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 4-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 | $23,511 | $202,432-88.4% | $169,368-86.1% | $139,434-83.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.83% | 531.74%-517.9pp | 405.60%-391.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,585 | $4,692-44.9% | $4,013-35.6% | $4,751-45.6% |
| Participant deferral / active EE | $10,466 | $6,938+50.8% | $6,221+68.2% | $6,710+56.0% |
| Admin fee / account holder | $5 | $10,708-100.0% | $9,003-99.9% | $11,403-100.0% |