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 | $5,657 | $85,022-93.3% | $70,515-92.0% | $139,434-95.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 24.09% | 30.38%-6.3pp | 32.77%-8.7pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,272 | $3,909-67.5% | $2,973-57.2% | $4,751-73.2% |
| Participant deferral / active EE | $1,438 | $5,890-75.6% | $4,567-68.5% | $6,710-78.6% |
| Admin fee / account holder | $9 | $8,906-99.9% | $6,412-99.9% | $11,403-99.9% |