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 8-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 | $22,568 | $157,256-85.6% | $141,162-84.0% | $152,861-85.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.96% | 64.32%-41.4pp | 71.39%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,801 | $5,261-46.8% | $4,735-40.8% | $4,762-41.2% |
| Participant deferral / active EE | $5,379 | $7,109-24.3% | $6,709-19.8% | $5,850-8.0% |
| Admin fee / account holder | $15 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |