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 | $28,475 | $154,117-81.5% | $129,995-78.1% | $139,434-79.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.20% | 32.48%-10.3pp | -137.18%+159.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,908 | $5,289-45.0% | $4,320-32.7% | $4,751-38.8% |
| Participant deferral / active EE | $6,015 | $6,710-10.4% | $5,820+3.3% | $6,710-10.4% |
| Admin fee / account holder | $34 | $14,007-99.8% | $10,614-99.7% | $11,403-99.7% |