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 | $28,515 | $114,381-75.1% | $107,525-73.5% | $142,382-80.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 27.98% | 242.71%-214.7pp | 181.32%-153.3pp | 217.08%-189.1pp |
| Employer contribution / active EE | $8,169 | $4,015+103.5% | $3,754+117.6% | $4,299+90.0% |
| Participant deferral / active EE | $1,508 | $5,564-72.9% | $5,116-70.5% | $6,507-76.8% |
| Admin fee / account holder | $207 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |