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 | $13,797 | $110,261-87.5% | $95,745-85.6% | $139,434-90.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.48% | 27.11%-5.6pp | 28.35%-6.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,072 | $3,257-36.4% | $2,835-26.9% | $4,751-56.4% |
| Participant deferral / active EE | $3,037 | $4,676-35.0% | $4,245-28.4% | $6,710-54.7% |
| Admin fee / account holder | $32 | $6,613-99.5% | $5,678-99.4% | $11,403-99.7% |