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 | $15,129 | $106,515-85.8% | $96,683-84.4% | $139,434-89.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 72.29% | 38.43%+33.9pp | 35.69%+36.6pp | 372.94%-300.7pp |
| Employer contribution / active EE | $1,185 | $4,103-71.1% | $3,737-68.3% | $4,751-75.1% |
| Participant deferral / active EE | $6,213 | $5,454+13.9% | $4,878+27.4% | $6,710-7.4% |
| Admin fee / account holder | $88 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |