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 | $20,080 | $108,919-81.6% | $100,391-80.0% | $145,922-86.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 57.88%-40.4pp | 49.20%-31.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $15,042 | $4,419+240.4% | $3,942+281.6% | $4,660+222.8% |
| Participant deferral / active EE | $18,160 | $8,445+115.0% | $8,082+124.7% | $6,688+171.5% |
| Admin fee / account holder | $29 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |