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 | $21,452 | $99,877-78.5% | $84,966-74.8% | $145,922-85.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.44% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,812 | $3,231-43.9% | $2,727-33.6% | $4,660-61.1% |
| Participant deferral / active EE | $5,475 | $5,291+3.5% | $4,519+21.1% | $6,688-18.1% |
| Admin fee / account holder | $43 | $7,248-99.4% | $6,149-99.3% | $13,397-99.7% |