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 | $26,519 | $202,432-86.9% | $169,368-84.3% | $139,434-81.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.75% | 531.74%-522.0pp | 405.60%-395.9pp | 372.94%-363.2pp |
| Employer contribution / active EE | $5,063 | $4,692+7.9% | $4,013+26.2% | $4,751+6.6% |
| Participant deferral / active EE | $11,250 | $6,938+62.1% | $6,221+80.8% | $6,710+67.7% |
| Admin fee / account holder | $19 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |