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 | $25,301 | $158,398-84.0% | $126,539-80.0% | $142,382-82.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 22.02% | 593.76%-571.7pp | 425.95%-403.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,500 | $4,650-46.2% | $3,674-32.0% | $4,299-41.9% |
| Participant deferral / active EE | $3,567 | $4,767-25.2% | $4,083-12.6% | $6,507-45.2% |
| Admin fee / account holder | $141 | $6,918-98.0% | $6,065-97.7% | $12,624-98.9% |