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 | $30,578 | $118,427-74.2% | $66,042-53.7% | $142,382-78.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 17.48% | 35.57%-18.1pp | 52.11%-34.6pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,359 | $2,570-47.1% | $1,579-14.0% | $4,299-68.4% |
| Participant deferral / active EE | $4,278 | $4,311-0.8% | $2,835+50.9% | $6,507-34.3% |
| Admin fee / account holder | $63 | $9,593-99.3% | $5,747-98.9% | $12,624-99.5% |