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 | $30,896 | $95,561-67.7% | $77,163-60.0% | $139,434-77.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.46% | 54.92%-26.5pp | 37.87%-9.4pp | 372.94%-344.5pp |
| Employer contribution / active EE | $2,858 | $3,147-9.2% | $2,535+12.7% | $4,751-39.9% |
| Participant deferral / active EE | $12,126 | $4,624+162.3% | $3,833+216.3% | $6,710+80.7% |
| Admin fee / account holder | $104 | $8,295-98.7% | $5,472-98.1% | $11,403-99.1% |