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 | $25,097 | $165,335-84.8% | $149,696-83.2% | $158,922-84.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 23.03% | 348.15%-325.1pp | 276.60%-253.6pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,835 | $5,103-44.4% | $4,644-39.0% | $4,761-40.5% |
| Participant deferral / active EE | $5,721 | $7,181-20.3% | $6,842-16.4% | $5,982-4.4% |
| Admin fee / account holder | $26 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |