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 | $17,331 | $106,515-83.7% | $96,683-82.1% | $139,434-87.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 31.08% | 38.43%-7.3pp | 35.69%-4.6pp | 372.94%-341.9pp |
| Employer contribution / active EE | $1,884 | $4,103-54.1% | $3,737-49.6% | $4,751-60.4% |
| Participant deferral / active EE | $2,865 | $5,454-47.5% | $4,878-41.3% | $6,710-57.3% |
| Admin fee / account holder | $70 | $7,877-99.1% | $6,730-99.0% | $11,403-99.4% |