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 | $22,274 | $106,515-79.1% | $96,683-77.0% | $139,434-84.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.99% | 38.43%-13.4pp | 35.69%-10.7pp | 372.94%-348.0pp |
| Employer contribution / active EE | $2,610 | $4,103-36.4% | $3,737-30.1% | $4,751-45.1% |
| Participant deferral / active EE | $7,511 | $5,454+37.7% | $4,878+54.0% | $6,710+11.9% |
| Admin fee / account holder | $33 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |