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 | $17,734 | $105,126-83.1% | $94,646-81.3% | $139,434-87.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.67% | 38.03%-20.4pp | 156.71%-139.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,835 | $4,106-55.3% | $3,672-50.0% | $4,751-61.4% |
| Participant deferral / active EE | $9,653 | $7,599+27.0% | $7,418+30.1% | $6,710+43.9% |
| Admin fee / account holder | $18 | $8,984-99.8% | $7,231-99.8% | $11,403-99.8% |