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 | $24,845 | $111,754-77.8% | $103,333-76.0% | $145,922-83.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.79% | 24.77%-6.0pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $2,295 | $4,212-45.5% | $3,868-40.7% | $4,660-50.7% |
| Participant deferral / active EE | $2,766 | $5,619-50.8% | $5,057-45.3% | $6,688-58.6% |
| Admin fee / account holder | $115 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |