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 | $26,748 | $159,602-83.2% | $150,045-82.2% | $142,382-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.83% | 70.24%-57.4pp | 62.55%-49.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,053 | $4,961-78.8% | $4,693-77.6% | $4,299-75.5% |
| Participant deferral / active EE | $4,653 | $8,310-44.0% | $7,997-41.8% | $6,507-28.5% |
| Admin fee / account holder | $279 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |