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 | $18,343 | $106,515-82.8% | $96,683-81.0% | $139,434-86.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 32.98% | 38.43%-5.4pp | 35.69%-2.7pp | 372.94%-340.0pp |
| Employer contribution / active EE | $1,810 | $4,103-55.9% | $3,737-51.6% | $4,751-61.9% |
| Participant deferral / active EE | $6,376 | $5,454+16.9% | $4,878+30.7% | $6,710-5.0% |
| Admin fee / account holder | $10 | $7,877-99.9% | $6,730-99.8% | $11,403-99.9% |