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 | $38,817 | $113,935-65.9% | $94,224-58.8% | $125,391-69.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.85% | 5.29%-3.4pp | 10.68%-8.8pp | 282.22%-280.4pp |
| Employer contribution / active EE | $1,872 | $4,727-60.4% | $3,587-47.8% | $4,866-61.5% |
| Participant deferral / active EE | $1,874 | $5,179-63.8% | $4,320-56.6% | $5,352-65.0% |
| Admin fee / account holder | $99 | $8,391-98.8% | $6,269-98.4% | $9,540-99.0% |