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 7-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 | $25,042 | $183,519-86.4% | $155,509-83.9% | $145,922-82.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.34% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,535 | $5,313-52.3% | $4,672-45.7% | $4,660-45.6% |
| Participant deferral / active EE | $5,130 | $6,462-20.6% | $5,626-8.8% | $6,688-23.3% |
| Admin fee / account holder | $234 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |