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 | $26,161 | $114,381-77.1% | $107,525-75.7% | $142,382-81.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.80% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,940 | $4,015-51.7% | $3,754-48.3% | $4,299-54.9% |
| Participant deferral / active EE | $3,551 | $5,564-36.2% | $5,116-30.6% | $6,507-45.4% |
| Admin fee / account holder | $42 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |