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 | $26,741 | $183,519-85.4% | $155,509-82.8% | $145,922-81.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.26% | 61.17%-47.9pp | 64.67%-51.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,600 | $5,313-69.9% | $4,672-65.8% | $4,660-65.7% |
| Participant deferral / active EE | $2,568 | $6,462-60.3% | $5,626-54.3% | $6,688-61.6% |
| Admin fee / account holder | $18 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |