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 | $16,909 | $148,534-88.6% | $135,903-87.6% | $139,434-87.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.10% | 79.19%-53.1pp | 68.23%-42.1pp | 372.94%-346.8pp |
| Employer contribution / active EE | $2,432 | $5,243-53.6% | $4,856-49.9% | $4,751-48.8% |
| Participant deferral / active EE | $3,883 | $8,100-52.1% | $7,758-49.9% | $6,710-42.1% |
| Admin fee / account holder | $132 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |