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 | $28,535 | $165,335-82.7% | $149,696-80.9% | $158,922-82.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.88% | 348.15%-319.3pp | 276.60%-247.7pp | 302.83%-273.9pp |
| Employer contribution / active EE | $6,535 | $5,103+28.1% | $4,644+40.7% | $4,761+37.3% |
| Participant deferral / active EE | $11,882 | $7,181+65.5% | $6,842+73.7% | $5,982+98.6% |
| Admin fee / account holder | $133 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |