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 7-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 | $22,831 | $176,056-87.0% | $159,436-85.7% | $167,490-86.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.54% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,440 | $5,297-53.9% | $4,829-49.5% | $4,837-49.6% |
| Participant deferral / active EE | $2,624 | $7,750-66.1% | $7,352-64.3% | $6,341-58.6% |
| Admin fee / account holder | $94 | $12,554-99.3% | $10,799-99.1% | $12,309-99.2% |