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 | $15,038 | $94,338-84.1% | $100,534-85.0% | $142,382-89.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 23.64% | 29.20%-5.6pp | 32.66%-9.0pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,919 | $4,237-31.1% | $4,346-32.8% | $4,299-32.1% |
| Participant deferral / active EE | $3,290 | $5,934-44.6% | $6,144-46.5% | $6,507-49.4% |
| Admin fee / account holder | $36 | $8,421-99.6% | $7,654-99.5% | $12,624-99.7% |