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 | $16,728 | $210,648-92.1% | $177,989-90.6% | $145,922-88.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.09% | 385.86%-368.8pp | 294.48%-277.4pp | 561.29%-544.2pp |
| Employer contribution / active EE | $6,180 | $4,565+35.4% | $3,949+56.5% | $4,660+32.6% |
| Participant deferral / active EE | $3,289 | $6,958-52.7% | $6,276-47.6% | $6,688-50.8% |
| Admin fee / account holder | $25 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |