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 | $16,632 | $152,509-89.1% | $117,472-85.8% | $134,475-87.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 76.77% | 52.99%+23.8pp | 29.74%+47.0pp | 417.96%-341.2pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,298 | $4,818+72.2% | $4,070+103.9% | $6,400+29.7% |
| Admin fee / account holder | $253 | $7,004-96.4% | $5,645-95.5% | $11,426-97.8% |