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 7-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 | $24,208 | $161,352-85.0% | $134,172-82.0% | $137,256-82.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 23.01% | 28.72%-5.7pp | 25.30%-2.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,112 | $4,099-48.5% | $3,420-38.2% | $4,156-49.2% |
| Participant deferral / active EE | $3,318 | $5,552-40.2% | $4,690-29.3% | $6,407-48.2% |
| Admin fee / account holder | $15 | $15,028-99.9% | $12,016-99.9% | $12,270-99.9% |