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 | $16,202 | $111,535-85.5% | $105,223-84.6% | $137,256-88.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.72% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,846 | $3,939-53.1% | $3,689-49.9% | $4,156-55.6% |
| Participant deferral / active EE | $2,138 | $5,500-61.1% | $5,072-57.8% | $6,407-66.6% |
| Admin fee / account holder | $213 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |