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 | $37,752 | $154,228-75.5% | $145,433-74.0% | $137,256-72.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.36% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,784 | $4,804-62.9% | $4,554-60.8% | $4,156-57.1% |
| Participant deferral / active EE | $4,753 | $8,216-42.1% | $7,897-39.8% | $6,407-25.8% |
| Admin fee / account holder | $268 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |