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 | $25,888 | $110,261-76.5% | $95,745-73.0% | $139,434-81.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.72% | 27.11%-2.4pp | 28.35%-3.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $5,739 | $3,257+76.2% | $2,835+102.5% | $4,751+20.8% |
| Participant deferral / active EE | $2,492 | $4,676-46.7% | $4,245-41.3% | $6,710-62.9% |
| Admin fee / account holder | $205 | $6,613-96.9% | $5,678-96.4% | $11,403-98.2% |