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 | $18,481 | $159,602-88.4% | $150,045-87.7% | $142,382-87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.02% | 70.24%-47.2pp | 62.55%-39.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,501 | $4,961-69.7% | $4,693-68.0% | $4,299-65.1% |
| Participant deferral / active EE | $3,857 | $8,310-53.6% | $7,997-51.8% | $6,507-40.7% |
| Admin fee / account holder | $32 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |