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 | $25,119 | $175,202-85.7% | $149,673-83.2% | $139,434-82.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.28% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,110 | $5,474-79.7% | $4,818-77.0% | $4,751-76.6% |
| Participant deferral / active EE | $7,081 | $6,519+8.6% | $5,680+24.7% | $6,710+5.5% |
| Admin fee / account holder | $178 | $16,150-98.9% | $13,210-98.7% | $11,403-98.4% |