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 | $35,234 | $176,056-80.0% | $159,436-77.9% | $167,490-79.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.29% | 331.75%-307.5pp | 263.57%-239.3pp | 478.56%-454.3pp |
| Employer contribution / active EE | $2,450 | $5,297-53.7% | $4,829-49.3% | $4,837-49.4% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $233 | $12,554-98.1% | $10,799-97.8% | $12,309-98.1% |