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 | $24,572 | $175,202-86.0% | $149,673-83.6% | $139,434-82.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.35% | 166.71%-155.4pp | 134.42%-123.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,022 | $5,474-63.1% | $4,818-58.0% | $4,751-57.4% |
| Participant deferral / active EE | $4,779 | $6,519-26.7% | $5,680-15.9% | $6,710-28.8% |
| Admin fee / account holder | $254 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |