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 | $17,740 | $74,888-76.3% | $71,209-75.1% | $142,382-87.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.39% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,631 | $2,854-42.9% | $2,721-40.1% | $4,299-62.1% |
| Participant deferral / active EE | $2,340 | $4,454-47.5% | $4,175-44.0% | $6,507-64.0% |
| Admin fee / account holder | $186 | $5,568-96.7% | $5,349-96.5% | $12,624-98.5% |