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 | $24,456 | $148,534-83.5% | $135,903-82.0% | $139,434-82.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.88% | 79.19%-55.3pp | 68.23%-44.4pp | 372.94%-349.1pp |
| Employer contribution / active EE | $3,308 | $5,243-36.9% | $4,856-31.9% | $4,751-30.4% |
| Participant deferral / active EE | $8,596 | $8,100+6.1% | $7,758+10.8% | $6,710+28.1% |
| Admin fee / account holder | $28 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |