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 | $24,890 | $100,773-75.3% | $88,946-72.0% | $142,382-82.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.22% | 70.18%-52.0pp | 57.82%-39.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,818 | $2,918-37.7% | $2,555-28.9% | $4,299-57.7% |
| Participant deferral / active EE | $4,105 | $5,230-21.5% | $4,581-10.4% | $6,507-36.9% |
| Admin fee / account holder | $73 | $9,693-99.2% | $8,261-99.1% | $12,624-99.4% |