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 | $18,478 | $132,634-86.1% | $115,768-84.0% | $137,256-86.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.4%+15.6pp | 80.0%+10.0pp |
| Annual return | 19.18% | 160.70%-141.5pp | 100.46%-81.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,085 | $3,360-37.9% | $2,940-29.1% | $4,156-49.8% |
| Participant deferral / active EE | $2,389 | $5,619-57.5% | $4,917-51.4% | $6,407-62.7% |
| Admin fee / account holder | $64 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |