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 | $183,592-85.4% | $155,567-82.8% | $145,959-81.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.26% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,600 | $5,315-69.9% | $4,674-65.8% | $4,661-65.7% |
| Participant deferral / active EE | $2,568 | $6,464-60.3% | $5,628-54.4% | $6,689-61.6% |
| Admin fee / account holder | $18 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |