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 | $34,680 | $154,117-77.5% | $129,995-73.3% | $139,434-75.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 22.81% | 32.48%-9.7pp | -137.18%+160.0pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,508 | $5,289-71.5% | $4,320-65.1% | $4,751-68.3% |
| Participant deferral / active EE | $13,878 | $6,710+106.8% | $5,820+138.5% | $6,710+106.8% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |