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 | $12,067 | $74,888-83.9% | $71,209-83.1% | $142,382-91.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.33% | 345.14%-320.8pp | 282.51%-258.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $5,151 | $2,854+80.5% | $2,721+89.3% | $4,299+19.8% |
| Participant deferral / active EE | $6,606 | $4,454+48.3% | $4,175+58.2% | $6,507+1.5% |
| Admin fee / account holder | $39 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |