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 | $28,337 | $133,922-78.8% | $116,228-75.6% | $142,382-80.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.50% | 147.76%-127.3pp | 90.06%-69.6pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,402 | $3,446-1.3% | $2,994+13.6% | $4,299-20.9% |
| Participant deferral / active EE | $6,573 | $5,672+15.9% | $4,953+32.7% | $6,507+1.0% |
| Admin fee / account holder | $82 | $14,945-99.5% | $11,989-99.3% | $12,624-99.4% |