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 | $12,814 | $104,664-87.8% | $85,682-85.0% | $167,490-92.3% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 50.47% | 21.45%+29.0pp | 21.49%+29.0pp | 478.56%-428.1pp |
| Employer contribution / active EE | $2,445 | $3,337-26.7% | $2,618-6.6% | $4,837-49.5% |
| Participant deferral / active EE | $7,421 | $4,824+53.8% | $3,923+89.2% | $6,341+17.0% |
| Admin fee / account holder | $111 | $10,032-98.9% | $6,873-98.4% | $12,309-99.1% |