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 | $37,407 | $89,753-58.3% | $107,525-65.2% | $84,808-55.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.50% | 29.48%-10.0pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,811 | $3,113+22.4% | $3,754+1.5% | $2,631+44.9% |
| Participant deferral / active EE | $4,301 | $4,056+6.0% | $5,116-15.9% | $4,212+2.1% |
| Admin fee / account holder | $283 | $7,222-96.1% | $8,919-96.8% | $7,344-96.2% |