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 | $26,528 | $183,519-85.5% | $155,509-82.9% | $145,922-81.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.63% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.7pp |
| Employer contribution / active EE | $6,677 | $5,313+25.7% | $4,672+42.9% | $4,660+43.3% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $210 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |