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 | $13,283 | $85,022-84.4% | $70,515-81.2% | $139,434-90.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 21.49% | 30.38%-8.9pp | 32.77%-11.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,023 | $3,909-48.2% | $2,973-32.0% | $4,751-57.4% |
| Participant deferral / active EE | $3,409 | $5,890-42.1% | $4,567-25.3% | $6,710-49.2% |
| Admin fee / account holder | $5 | $8,906-99.9% | $6,412-99.9% | $11,403-100.0% |