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 | $28,939 | $111,814-74.1% | $103,374-72.0% | $145,959-80.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.46% | 24.77%-1.3pp | 24.89%-1.4pp | 561.95%-538.5pp |
| Employer contribution / active EE | $1,799 | $4,214-57.3% | $3,869-53.5% | $4,661-61.4% |
| Participant deferral / active EE | $8,290 | $5,618+47.5% | $5,058+63.9% | $6,689+23.9% |
| Admin fee / account holder | $295 | $9,754-97.0% | $8,394-96.5% | $13,398-97.8% |