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 | $23,712 | $100,773-76.5% | $88,946-73.3% | $142,382-83.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.21% | 70.18%-49.0pp | 57.82%-36.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,211 | $2,918-58.5% | $2,555-52.6% | $4,299-71.8% |
| Participant deferral / active EE | $1,471 | $5,230-71.9% | $4,581-67.9% | $6,507-77.4% |
| Admin fee / account holder | $57 | $9,693-99.4% | $8,261-99.3% | $12,624-99.6% |