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 | $31,723 | $133,922-76.3% | $116,228-72.7% | $142,382-77.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.26% | 147.76%-128.5pp | 90.06%-70.8pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,053 | $3,446-69.4% | $2,994-64.8% | $4,299-75.5% |
| Participant deferral / active EE | $3,469 | $5,672-38.8% | $4,953-30.0% | $6,507-46.7% |
| Admin fee / account holder | $140 | $14,945-99.1% | $11,989-98.8% | $12,624-98.9% |