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 | $30,090 | $179,726-83.3% | $156,263-80.7% | $142,382-78.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.08% | 77.86%-55.8pp | 59.47%-37.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,750 | $5,069-65.5% | $4,333-59.6% | $4,299-59.3% |
| Participant deferral / active EE | $2,150 | $6,956-69.1% | $6,158-65.1% | $6,507-67.0% |
| Admin fee / account holder | $72 | $17,272-99.6% | $14,255-99.5% | $12,624-99.4% |