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 9-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 | $21,538 | $154,228-86.0% | $145,433-85.2% | $137,256-84.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.56% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,770 | $4,804-63.2% | $4,554-61.1% | $4,156-57.4% |
| Participant deferral / active EE | $2,968 | $8,216-63.9% | $7,897-62.4% | $6,407-53.7% |
| Admin fee / account holder | $153 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |