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 | $17,030 | $96,635-82.4% | $86,612-80.3% | $139,434-87.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.24% | 106.41%-83.2pp | 591.07%-567.8pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,940 | $3,263-9.9% | $3,022-2.7% | $4,751-38.1% |
| Participant deferral / active EE | $4,605 | $4,836-4.8% | $4,438+3.8% | $6,710-31.4% |
| Admin fee / account holder | $188 | $6,408-97.1% | $5,614-96.6% | $11,403-98.3% |