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 | $29,045 | $148,534-80.4% | $135,903-78.6% | $139,434-79.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.55% | 79.19%-54.6pp | 68.23%-43.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,378 | $5,243-54.6% | $4,856-51.0% | $4,751-49.9% |
| Participant deferral / active EE | $9,001 | $8,100+11.1% | $7,758+16.0% | $6,710+34.1% |
| Admin fee / account holder | $140 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |