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 | $42,809 | $183,519-76.7% | $155,509-72.5% | $145,922-70.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 44.72% | 61.17%-16.4pp | 64.67%-19.9pp | 561.29%-516.6pp |
| Employer contribution / active EE | $2,651 | $5,313-50.1% | $4,672-43.3% | $4,660-43.1% |
| Participant deferral / active EE | $5,875 | $6,462-9.1% | $5,626+4.4% | $6,688-12.1% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |