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 | $23,200 | $159,602-85.5% | $150,045-84.5% | $142,382-83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.27% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,991 | $4,961-19.6% | $4,693-15.0% | $4,299-7.2% |
| Participant deferral / active EE | $3,075 | $8,310-63.0% | $7,997-61.6% | $6,507-52.8% |
| Admin fee / account holder | $59 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |