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 | $32,197 | $124,281-74.1% | $109,143-70.5% | $167,490-80.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 23.60% | 26.04%-2.4pp | 25.75%-2.1pp | 478.56%-455.0pp |
| Employer contribution / active EE | $1,070 | $4,207-74.6% | $3,722-71.3% | $4,837-77.9% |
| Participant deferral / active EE | $13,599 | $5,255+158.8% | $4,653+192.3% | $6,341+114.5% |
| Admin fee / account holder | $159 | $7,970-98.0% | $6,752-97.6% | $12,309-98.7% |