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 | $30,490 | $159,602-80.9% | $150,045-79.7% | $142,382-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.86% | 70.24%-44.4pp | 62.55%-36.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $1,552 | $4,961-68.7% | $4,693-66.9% | $4,299-63.9% |
| Participant deferral / active EE | $7,772 | $8,310-6.5% | $7,997-2.8% | $6,507+19.4% |
| Admin fee / account holder | $79 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |