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 | $24,610 | $228,332-89.2% | $185,823-86.8% | $158,922-84.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 31.32% | 40.80%-9.5pp | 35.95%-4.6pp | 302.83%-271.5pp |
| Employer contribution / active EE | $2,139 | $4,967-56.9% | $4,087-47.7% | $4,761-55.1% |
| Participant deferral / active EE | $6,880 | $6,415+7.3% | $5,632+22.2% | $5,982+15.0% |
| Admin fee / account holder | $65 | $11,864-99.5% | $9,500-99.3% | $11,246-99.4% |