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 5-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 | $18,382 | $117,983-84.4% | $101,794-81.9% | $142,382-87.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.79% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,329 | $2,773-16.0% | $2,289+1.8% | $4,299-45.8% |
| Participant deferral / active EE | $3,614 | $4,714-23.3% | $4,084-11.5% | $6,507-44.5% |
| Admin fee / account holder | $111 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |