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 | $154,228-80.2% | $145,433-79.0% | $137,256-77.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.86% | 74.59%-48.7pp | 66.58%-40.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,552 | $4,804-67.7% | $4,554-65.9% | $4,156-62.7% |
| Participant deferral / active EE | $7,772 | $8,216-5.4% | $7,897-1.6% | $6,407+21.3% |
| Admin fee / account holder | $79 | $14,344-99.4% | $13,129-99.4% | $12,270-99.4% |