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 4-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 | $25,578 | $214,378-88.1% | $200,582-87.2% | $142,382-82.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.44% | 46.41%-21.0pp | 42.33%-16.9pp | 217.08%-191.6pp |
| Employer contribution / active EE | $2,647 | $6,841-61.3% | $6,419-58.8% | $4,299-38.4% |
| Participant deferral / active EE | $5,967 | $9,865-39.5% | $9,331-36.0% | $6,507-8.3% |
| Admin fee / account holder | $208 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |