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 | $48,152 | $201,272-76.1% | $184,203-73.9% | $145,922-67.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.39% | 29.00%-0.6pp | 28.81%-0.4pp | 561.29%-532.9pp |
| Employer contribution / active EE | $6,052 | $7,022-13.8% | $6,427-5.8% | $4,660+29.9% |
| Participant deferral / active EE | $18,228 | $9,806+85.9% | $9,131+99.6% | $6,688+172.6% |
| Admin fee / account holder | $101 | $16,364-99.4% | $13,901-99.3% | $13,397-99.2% |