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 | $23,548 | $148,534-84.1% | $135,903-82.7% | $139,434-83.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.58% | 79.19%-57.6pp | 68.23%-46.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,639 | $5,243-30.6% | $4,856-25.1% | $4,751-23.4% |
| Participant deferral / active EE | $6,387 | $8,100-21.2% | $7,758-17.7% | $6,710-4.8% |
| Admin fee / account holder | $238 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |