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 | $21,975 | $172,111-87.2% | $150,298-85.4% | $137,256-84.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.15% | 69.37%-51.2pp | 62.79%-44.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,895 | $4,636-59.1% | $4,154-54.4% | $4,156-54.4% |
| Participant deferral / active EE | $2,705 | $6,166-56.1% | $5,453-50.4% | $6,407-57.8% |
| Admin fee / account holder | $75 | $16,471-99.5% | $14,116-99.5% | $12,270-99.4% |