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 | $12,677 | $100,773-87.4% | $88,946-85.7% | $142,382-91.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.97% | 70.18%-46.2pp | 57.82%-33.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,656 | $2,918-9.0% | $2,555+3.9% | $4,299-38.2% |
| Participant deferral / active EE | $3,758 | $5,230-28.1% | $4,581-18.0% | $6,507-42.2% |
| Admin fee / account holder | $135 | $9,693-98.6% | $8,261-98.4% | $12,624-98.9% |