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 | $18,716 | $69,207-73.0% | $64,056-70.8% | $139,434-86.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.61% | 45.88%-21.3pp | 33.69%-9.1pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,256 | $3,182-60.5% | $2,747-54.3% | $4,751-73.6% |
| Participant deferral / active EE | $8,405 | $4,682+79.5% | $3,880+116.6% | $6,710+25.2% |
| Admin fee / account holder | $105 | $4,244-97.5% | $3,068-96.6% | $11,403-99.1% |