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 | $23,444 | $227,553-89.7% | $189,557-87.6% | $167,490-86.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 24.42% | 78.40%-54.0pp | 64.17%-39.8pp | 478.56%-454.1pp |
| Employer contribution / active EE | $1,008 | $5,316-81.0% | $4,412-77.1% | $4,837-79.2% |
| Participant deferral / active EE | $10,099 | $7,002+44.2% | $6,174+63.6% | $6,341+59.3% |
| Admin fee / account holder | $150 | $11,878-98.7% | $9,807-98.5% | $12,309-98.8% |