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 | $31,691 | $47,848-33.8% | $81,478-61.1% | $70,131-54.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 18.42% | 27.25%-8.8pp | 38.78%-20.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $885 | $1,527-42.1% | $2,568-65.5% | $2,342-62.2% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $222 | $3,145-92.9% | $4,561-95.1% | $4,645-95.2% |