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 | $19,478 | $140,940-86.2% | $112,229-82.6% | $139,434-86.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.37% | 32.71%-15.3pp | 30.20%-12.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,567 | $4,283+30.0% | $3,430+62.3% | $4,751+17.2% |
| Participant deferral / active EE | $11,282 | $5,874+92.1% | $4,798+135.1% | $6,710+68.1% |
| Admin fee / account holder | $112 | $9,954-98.9% | $7,748-98.6% | $11,403-99.0% |