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 | $178,174-83.1% | $156,181-80.7% | $137,256-78.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.08% | 84.19%-62.1pp | 64.87%-42.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,750 | $4,972-64.8% | $4,294-59.2% | $4,156-57.9% |
| Participant deferral / active EE | $2,150 | $6,888-68.8% | $6,132-64.9% | $6,407-66.4% |
| Admin fee / account holder | $72 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |