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 | $33,897 | $111,754-69.7% | $103,333-67.2% | $145,922-76.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.91% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,389 | $4,212-43.3% | $3,868-38.2% | $4,660-48.7% |
| Participant deferral / active EE | $2,913 | $5,619-48.2% | $5,057-42.4% | $6,688-56.4% |
| Admin fee / account holder | $53 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |