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 | $12,823 | $85,022-84.9% | $70,515-81.8% | $139,434-90.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.03% | 30.38%-13.4pp | 32.77%-15.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,107 | $3,909-71.7% | $2,973-62.8% | $4,751-76.7% |
| Participant deferral / active EE | $1,772 | $5,890-69.9% | $4,567-61.2% | $6,710-73.6% |
| Admin fee / account holder | $134 | $8,906-98.5% | $6,412-97.9% | $11,403-98.8% |