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 | $31,731 | $106,584-70.2% | $101,326-68.7% | $142,382-77.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.66% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,464 | $3,956-37.7% | $3,665-32.8% | $4,299-42.7% |
| Participant deferral / active EE | $4,588 | $8,297-44.7% | $7,994-42.6% | $6,507-29.5% |
| Admin fee / account holder | $65 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |