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 | $20,861 | $117,841-82.3% | $102,423-79.6% | $145,922-85.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 53.73% | 31.65%+22.1pp | 29.32%+24.4pp | 561.29%-507.6pp |
| Employer contribution / active EE | $1,328 | $3,615-63.3% | $3,023-56.1% | $4,660-71.5% |
| Participant deferral / active EE | $2,585 | $5,731-54.9% | $5,053-48.8% | $6,688-61.3% |
| Admin fee / account holder | $79 | $13,326-99.4% | $9,451-99.2% | $13,397-99.4% |