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 | $14,137 | $104,974-86.5% | $95,585-85.2% | $142,382-90.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.71% | 210.33%-188.6pp | 38.56%-16.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,327 | $2,779-16.2% | $2,527-7.9% | $4,299-45.9% |
| Participant deferral / active EE | $2,564 | $4,352-41.1% | $4,023-36.3% | $6,507-60.6% |
| Admin fee / account holder | $269 | $6,386-95.8% | $6,127-95.6% | $12,624-97.9% |