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 | $163,101-85.2% | $136,749-82.3% | $142,382-83.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.01% | 27.54%-4.5pp | 24.33%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,112 | $4,117-48.7% | $3,400-37.9% | $4,299-50.9% |
| Participant deferral / active EE | $3,318 | $5,585-40.6% | $4,692-29.3% | $6,507-49.0% |
| Admin fee / account holder | $15 | $14,318-99.9% | $11,386-99.9% | $12,624-99.9% |