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 | $25,473 | $132,634-80.8% | $115,768-78.0% | $137,256-81.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 24.84% | 160.70%-135.9pp | 100.46%-75.6pp | 220.34%-195.5pp |
| Employer contribution / active EE | $4,845 | $3,360+44.2% | $2,940+64.8% | $4,156+16.6% |
| Participant deferral / active EE | $7,346 | $5,619+30.7% | $4,917+49.4% | $6,407+14.7% |
| Admin fee / account holder | $46 | $15,028-99.7% | $12,439-99.6% | $12,270-99.6% |