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 3-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 | $39,595 | $81,460-51.4% | $103,333-61.7% | $80,856-51.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 24.55% | 25.55%-1.0pp | 24.88%-0.3pp | 35.59%-11.0pp |
| Employer contribution / active EE | $6,971 | $3,105+124.5% | $3,868+80.2% | $2,755+153.0% |
| Participant deferral / active EE | $5,404 | $3,869+39.7% | $5,057+6.9% | $4,296+25.8% |
| Admin fee / account holder | $215 | $6,566-96.7% | $8,355-97.4% | $6,918-96.9% |