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 | $28,051 | $117,983-76.2% | $101,794-72.4% | $142,382-80.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.97% | 36.92%-25.0pp | 30.53%-18.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,537 | $2,773-44.6% | $2,289-32.9% | $4,299-64.3% |
| Participant deferral / active EE | $2,210 | $4,714-53.1% | $4,084-45.9% | $6,507-66.0% |
| Admin fee / account holder | $158 | $10,433-98.5% | $8,777-98.2% | $12,624-98.7% |