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 | $19,382 | $177,572-89.1% | $154,803-87.5% | $142,382-86.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.09% | 65.07%-40.0pp | 58.88%-33.8pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,400 | $4,810-50.1% | $4,305-44.3% | $4,299-44.2% |
| Participant deferral / active EE | $2,400 | $6,272-61.7% | $5,540-56.7% | $6,507-63.1% |
| Admin fee / account holder | $164 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |