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 | $24,665 | $148,534-83.4% | $135,903-81.9% | $139,434-82.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.68% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,130 | $5,243-78.5% | $4,856-76.7% | $4,751-76.2% |
| Participant deferral / active EE | $8,223 | $8,100+1.5% | $7,758+6.0% | $6,710+22.5% |
| Admin fee / account holder | $98 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |