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 3-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 | $22,426 | $111,754-79.9% | $103,333-78.3% | $145,922-84.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.99% | 24.77%+2.2pp | 24.88%+2.1pp | 561.29%-534.3pp |
| Employer contribution / active EE | $5,763 | $4,212+36.8% | $3,868+49.0% | $4,660+23.7% |
| Participant deferral / active EE | $9,076 | $5,619+61.5% | $5,057+79.5% | $6,688+35.7% |
| Admin fee / account holder | $35 | $9,750-99.6% | $8,355-99.6% | $13,397-99.7% |