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 | $21,750 | $106,584-79.6% | $101,326-78.5% | $142,382-84.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.11% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,198 | $3,956-44.5% | $3,665-40.0% | $4,299-48.9% |
| Participant deferral / active EE | $2,747 | $8,297-66.9% | $7,994-65.6% | $6,507-57.8% |
| Admin fee / account holder | $62 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |