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 | $24,142 | $157,256-84.6% | $141,162-82.9% | $152,861-84.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.81% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,377 | $5,261-54.8% | $4,735-49.8% | $4,762-50.1% |
| Participant deferral / active EE | $4,162 | $7,109-41.5% | $6,709-38.0% | $5,850-28.9% |
| Admin fee / account holder | $287 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |