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 | $23,648 | $159,602-85.2% | $150,045-84.2% | $142,382-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.11% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,837 | $4,961-22.6% | $4,693-18.2% | $4,299-10.7% |
| Participant deferral / active EE | $5,210 | $8,310-37.3% | $7,997-34.9% | $6,507-19.9% |
| Admin fee / account holder | $257 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |