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 5-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 | $25,134 | $175,202-85.7% | $149,673-83.2% | $139,434-82.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.08% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,267 | $5,474-58.6% | $4,818-52.9% | $4,751-52.3% |
| Participant deferral / active EE | $6,433 | $6,519-1.3% | $5,680+13.3% | $6,710-4.1% |
| Admin fee / account holder | $28 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |