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 | $24,430 | $202,432-87.9% | $169,368-85.6% | $139,434-82.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.19% | 531.74%-511.5pp | 405.60%-385.4pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,141 | $4,692-54.4% | $4,013-46.6% | $4,751-54.9% |
| Participant deferral / active EE | $2,543 | $6,938-63.4% | $6,221-59.1% | $6,710-62.1% |
| Admin fee / account holder | $42 | $10,708-99.6% | $9,003-99.5% | $11,403-99.6% |