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 | $16,550 | $148,534-88.9% | $135,903-87.8% | $139,434-88.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.76% | 79.19%-59.4pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,332 | $5,243-55.5% | $4,856-52.0% | $4,751-50.9% |
| Participant deferral / active EE | $9,312 | $8,100+15.0% | $7,758+20.0% | $6,710+38.8% |
| Admin fee / account holder | $49 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |