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 | $15,919 | $94,752-83.2% | $112,887-85.9% | $139,434-88.6% |
| Participation rate | 85.7% | 81.3%+4.5pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 240.04% | 40.88%+199.2pp | 34.10%+205.9pp | 372.94%-132.9pp |
| Employer contribution / active EE | $3,674 | $4,625-20.6% | $4,563-19.5% | $4,751-22.7% |
| Participant deferral / active EE | $3,841 | $6,512-41.0% | $6,513-41.0% | $6,710-42.8% |
| Admin fee / account holder | $20 | $8,527-99.8% | $7,047-99.7% | $11,403-99.8% |