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 | $34,796 | $202,432-82.8% | $169,368-79.5% | $139,434-75.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.51% | 531.74%-512.2pp | 405.60%-386.1pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,625 | $4,692-65.4% | $4,013-59.5% | $4,751-65.8% |
| Participant deferral / active EE | $1,926 | $6,938-72.2% | $6,221-69.0% | $6,710-71.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |