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 | $28,173 | $175,202-83.9% | $149,673-81.2% | $139,434-79.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.27% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,348 | $5,474-57.1% | $4,818-51.3% | $4,751-50.6% |
| Participant deferral / active EE | $7,817 | $6,519+19.9% | $5,680+37.6% | $6,710+16.5% |
| Admin fee / account holder | $255 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |