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 | $24,359 | $148,534-83.6% | $135,903-82.1% | $139,434-82.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.12% | 79.19%-52.1pp | 68.23%-41.1pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,303 | $5,243-56.1% | $4,856-52.6% | $4,751-51.5% |
| Participant deferral / active EE | $9,756 | $8,100+20.4% | $7,758+25.8% | $6,710+45.4% |
| Admin fee / account holder | $186 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |