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 | $30,860 | $77,730-60.3% | $70,164-56.0% | $139,434-77.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.94% | 18.98%+1.0pp | 18.87%+1.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $5,661 | $4,990+13.4% | $4,287+32.1% | $4,751+19.2% |
| Participant deferral / active EE | $3,874 | $6,448-39.9% | $5,395-28.2% | $6,710-42.3% |
| Admin fee / account holder | $51 | $5,368-99.1% | $4,561-98.9% | $11,403-99.6% |