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 | $19,725 | $117,983-83.3% | $101,794-80.6% | $142,382-86.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.87% | 36.92%-17.0pp | 30.53%-10.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,418 | $2,773+23.3% | $2,289+49.3% | $4,299-20.5% |
| Participant deferral / active EE | $3,418 | $4,714-27.5% | $4,084-16.3% | $6,507-47.5% |
| Admin fee / account holder | $51 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |