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 | $24,625 | $105,181-76.6% | $159,436-84.6% | $85,850-71.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,886 | $3,318-13.0% | $4,829-40.2% | $2,565+12.5% |
| Participant deferral / active EE | $5,973 | $5,945+0.5% | $7,352-18.8% | $3,952+51.2% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |