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 4-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 | $22,797 | $111,754-79.6% | $103,333-77.9% | $145,922-84.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.44% | 24.77%+0.7pp | 24.88%+0.6pp | 561.29%-535.8pp |
| Employer contribution / active EE | $1,855 | $4,212-56.0% | $3,868-52.0% | $4,660-60.2% |
| Participant deferral / active EE | $6,198 | $5,619+10.3% | $5,057+22.5% | $6,688-7.3% |
| Admin fee / account holder | $139 | $9,750-98.6% | $8,355-98.3% | $13,397-99.0% |