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 | $16,816 | $107,934-84.4% | $91,989-81.7% | $152,861-89.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 44.65% | 89.24%-44.6pp | 69.02%-24.4pp | 345.32%-300.7pp |
| Employer contribution / active EE | $5,445 | $4,210+29.3% | $3,452+57.8% | $4,762+14.3% |
| Participant deferral / active EE | $5,662 | $6,364-11.0% | $5,923-4.4% | $5,850-3.2% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |