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 | $18,877 | $149,040-87.3% | $120,225-84.3% | $137,256-86.2% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 23.30% | 605.68%-582.4pp | 439.23%-415.9pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,116 | $4,350-74.3% | $3,475-67.9% | $4,156-73.1% |
| Participant deferral / active EE | $4,132 | $4,655-11.2% | $3,999+3.3% | $6,407-35.5% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |