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 | $12,196 | $95,266-87.2% | $82,389-85.2% | $142,382-91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 15.38% | 25.74%-10.4pp | 28.67%-13.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,188 | $2,991-26.9% | $2,517-13.1% | $4,299-49.1% |
| Participant deferral / active EE | $5,644 | $4,809+17.4% | $4,155+35.8% | $6,507-13.3% |
| Admin fee / account holder | $170 | $8,563-98.0% | $7,231-97.7% | $12,624-98.7% |