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 | $25,384 | $117,983-78.5% | $101,794-75.1% | $142,382-82.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.85% | 36.92%-16.1pp | 30.53%-9.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,305 | $2,773-16.9% | $2,289+0.7% | $4,299-46.4% |
| Participant deferral / active EE | $5,729 | $4,714+21.5% | $4,084+40.3% | $6,507-12.0% |
| Admin fee / account holder | $291 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |