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 | $51,720 | $106,515-51.4% | $96,683-46.5% | $139,434-62.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.28% | 38.43%-25.1pp | 35.69%-22.4pp | 372.94%-359.7pp |
| Employer contribution / active EE | $12,353 | $4,103+201.1% | $3,737+230.6% | $4,751+160.0% |
| Participant deferral / active EE | $5,487 | $5,454+0.6% | $4,878+12.5% | $6,710-18.2% |
| Admin fee / account holder | $89 | $7,877-98.9% | $6,730-98.7% | $11,403-99.2% |