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 | $39,989 | $183,519-78.2% | $155,509-74.3% | $145,922-72.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.96% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,140 | $5,313-78.5% | $4,672-75.6% | $4,660-75.5% |
| Participant deferral / active EE | $1,826 | $6,462-71.7% | $5,626-67.5% | $6,688-72.7% |
| Admin fee / account holder | $27 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |