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 7-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 | $26,664 | $176,056-84.9% | $159,436-83.3% | $167,490-84.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.44% | 331.75%-315.3pp | 263.57%-247.1pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,492 | $5,297-34.1% | $4,829-27.7% | $4,837-27.8% |
| Participant deferral / active EE | $6,257 | $7,750-19.3% | $7,352-14.9% | $6,341-1.3% |
| Admin fee / account holder | $66 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |