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 | $7,534 | $101,618-92.6% | $93,063-91.9% | $137,256-94.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 24.38% | 223.95%-199.6pp | 34.15%-9.8pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,532 | $2,707-43.4% | $2,476-38.1% | $4,156-63.1% |
| Participant deferral / active EE | $1,518 | $4,279-64.5% | $3,958-61.6% | $6,407-76.3% |
| Admin fee / account holder | $24 | $6,198-99.6% | $6,033-99.6% | $12,270-99.8% |