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 10-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 | $30,333 | $226,064-86.6% | $182,532-83.4% | $152,861-80.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.42% | 192.51%-165.1pp | 148.54%-121.1pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,113 | $4,978-57.6% | $4,076-48.2% | $4,762-55.6% |
| Participant deferral / active EE | $6,557 | $6,368+3.0% | $5,524+18.7% | $5,850+12.1% |
| Admin fee / account holder | $15 | $10,703-99.9% | $8,592-99.8% | $11,596-99.9% |