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 | $26,659 | $228,332-88.3% | $185,823-85.7% | $158,922-83.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.51% | 40.80%-15.3pp | 35.95%-10.4pp | 302.83%-277.3pp |
| Employer contribution / active EE | $2,196 | $4,967-55.8% | $4,087-46.3% | $4,761-53.9% |
| Participant deferral / active EE | $6,201 | $6,415-3.3% | $5,632+10.1% | $5,982+3.7% |
| Admin fee / account holder | $23 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |