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 | $26,928 | $158,398-83.0% | $126,539-78.7% | $142,382-81.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 18.93% | 593.76%-574.8pp | 425.95%-407.0pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,487 | $4,650-68.0% | $3,674-59.5% | $4,299-65.4% |
| Participant deferral / active EE | $2,007 | $4,767-57.9% | $4,083-50.8% | $6,507-69.2% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |