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 | $30,698 | $140,940-78.2% | $112,229-72.6% | $139,434-78.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.25% | 32.71%-12.5pp | 30.20%-9.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,486 | $4,283-42.0% | $3,430-27.5% | $4,751-47.7% |
| Participant deferral / active EE | $6,364 | $5,874+8.3% | $4,798+32.6% | $6,710-5.2% |
| Admin fee / account holder | $189 | $9,954-98.1% | $7,748-97.6% | $11,403-98.3% |