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 | $27,145 | $163,101-83.4% | $136,749-80.1% | $142,382-80.9% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 19.66% | 27.54%-7.9pp | 24.33%-4.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $8,757 | $4,117+112.7% | $3,400+157.6% | $4,299+103.7% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $278 | $14,318-98.1% | $11,386-97.6% | $12,624-97.8% |