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 | $23,059 | $183,519-87.4% | $155,509-85.2% | $145,922-84.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.52% | 61.17%-48.6pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,121 | $6,462-36.2% | $5,626-26.8% | $6,688-38.4% |
| Admin fee / account holder | $22 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |