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 | $37,331 | $183,519-79.7% | $155,509-76.0% | $145,922-74.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.39% | 61.17%-49.8pp | 64.67%-53.3pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,042 | $5,313-23.9% | $4,672-13.5% | $4,660-13.2% |
| Participant deferral / active EE | $10,167 | $6,462+57.3% | $5,626+80.7% | $6,688+52.0% |
| Admin fee / account holder | $116 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |