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 | $16,685 | $177,572-90.6% | $154,803-89.2% | $142,382-88.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.26% | 65.07%-39.8pp | 58.88%-33.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,575 | $4,810-67.3% | $4,305-63.4% | $4,299-63.4% |
| Participant deferral / active EE | $3,855 | $6,272-38.5% | $5,540-30.4% | $6,507-40.8% |
| Admin fee / account holder | $165 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |