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 | $23,941 | $148,534-83.9% | $135,903-82.4% | $139,434-82.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.40% | 79.19%-50.8pp | 68.23%-39.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $6,895 | $5,243+31.5% | $4,856+42.0% | $4,751+45.1% |
| Participant deferral / active EE | $9,942 | $8,100+22.7% | $7,758+28.2% | $6,710+48.2% |
| Admin fee / account holder | $44 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |