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 | $111,535-86.7% | $105,223-85.9% | $137,256-89.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.91% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,353 | $3,939-65.7% | $3,689-63.3% | $4,156-67.4% |
| Participant deferral / active EE | $5,037 | $5,500-8.4% | $5,072-0.7% | $6,407-21.4% |
| Admin fee / account holder | $168 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |