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 | $28,496 | $201,272-85.8% | $184,203-84.5% | $145,922-80.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.00% | 29.00%0pp | 28.81%+0.2pp | 561.29%-532.3pp |
| Employer contribution / active EE | $2,108 | $7,022-70.0% | $6,427-67.2% | $4,660-54.8% |
| Participant deferral / active EE | $7,426 | $9,806-24.3% | $9,131-18.7% | $6,688+11.0% |
| Admin fee / account holder | $53 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |