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 | $14,816 | $114,381-87.0% | $107,525-86.2% | $142,382-89.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.91% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,353 | $4,015-66.3% | $3,754-64.0% | $4,299-68.5% |
| Participant deferral / active EE | $5,037 | $5,564-9.5% | $5,116-1.5% | $6,507-22.6% |
| Admin fee / account holder | $168 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |