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 | $51,526 | $117,983-56.3% | $101,794-49.4% | $142,382-63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.16% | 36.92%-18.8pp | 30.53%-12.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,101 | $2,773-60.3% | $2,289-51.9% | $4,299-74.4% |
| Participant deferral / active EE | $8,308 | $4,714+76.2% | $4,084+103.4% | $6,507+27.7% |
| Admin fee / account holder | $23 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |