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 | $27,506 | $82,664-66.7% | $125,339-78.1% | $68,494-59.8% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | 19.06% | -5.97%+25.0pp | 572.05%-553.0pp | -7.84%+26.9pp |
| Employer contribution / active EE | $5,111 | $3,381+51.2% | $4,814+6.2% | $2,596+96.8% |
| Participant deferral / active EE | $13,520 | $6,110+121.3% | $7,446+81.6% | $4,027+235.7% |
| Admin fee / account holder | $2 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |