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 | $15,033 | $60,022-75.0% | $88,946-83.1% | $84,808-82.3% |
| Participation rate | 96.3% | 57.8%+38.5pp | 68.8%+27.4pp | 68.3%+28.0pp |
| Annual return | 25.26% | 22.43%+2.8pp | 57.82%-32.6pp | 40.90%-15.6pp |
| Employer contribution / active EE | $2,700 | $1,703+58.6% | $2,555+5.7% | $2,631+2.6% |
| Participant deferral / active EE | $3,213 | $3,114+3.2% | $4,581-29.9% | $4,212-23.7% |
| Admin fee / account holder | $93 | $4,811-98.1% | $8,261-98.9% | $7,344-98.7% |