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 | $26,715 | $148,534-82.0% | $135,903-80.3% | $139,434-80.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.87% | 79.19%-59.3pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,397 | $5,243-35.2% | $4,856-30.0% | $4,751-28.5% |
| Participant deferral / active EE | $4,334 | $8,100-46.5% | $7,758-44.1% | $6,710-35.4% |
| Admin fee / account holder | $65 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |