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 | $24,715 | $124,281-80.1% | $109,143-77.4% | $167,490-85.2% |
| Participation rate | 81.3% | 79.4%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 17.37% | 26.04%-8.7pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $8,804 | $4,207+109.3% | $3,722+136.6% | $4,837+82.0% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $126 | $7,970-98.4% | $6,752-98.1% | $12,309-99.0% |