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 | $13,237 | $106,515-87.6% | $96,683-86.3% | $139,434-90.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.37% | 38.43%-15.1pp | 35.69%-12.3pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,820 | $4,103-31.3% | $3,737-24.5% | $4,751-40.7% |
| Participant deferral / active EE | $5,169 | $5,454-5.2% | $4,878+6.0% | $6,710-23.0% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |