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 | $17,456 | $106,515-83.6% | $96,683-81.9% | $139,434-87.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.22% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,909 | $4,103-53.5% | $3,737-48.9% | $4,751-59.8% |
| Participant deferral / active EE | $5,088 | $5,454-6.7% | $4,878+4.3% | $6,710-24.2% |
| Admin fee / account holder | $220 | $7,877-97.2% | $6,730-96.7% | $11,403-98.1% |