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 | $20,925 | $148,534-85.9% | $135,903-84.6% | $139,434-85.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.00% | 79.19%-53.2pp | 68.23%-42.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $3,240 | $5,243-38.2% | $4,856-33.3% | $4,751-31.8% |
| Participant deferral / active EE | $6,934 | $8,100-14.4% | $7,758-10.6% | $6,710+3.3% |
| Admin fee / account holder | $32 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |