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 | $25,270 | $172,111-85.3% | $150,298-83.2% | $137,256-81.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.78% | 69.37%-40.6pp | 62.79%-34.0pp | 220.34%-191.6pp |
| Employer contribution / active EE | $1,999 | $4,636-56.9% | $4,154-51.9% | $4,156-51.9% |
| Participant deferral / active EE | $9,003 | $6,166+46.0% | $5,453+65.1% | $6,407+40.5% |
| Admin fee / account holder | $241 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |