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 | $27,429 | $80,717-66.0% | $154,803-82.3% | $84,808-67.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.80% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,513 | $2,761+63.4% | $4,305+4.8% | $2,631+71.5% |
| Participant deferral / active EE | $4,230 | $3,303+28.1% | $5,540-23.7% | $4,212+0.4% |
| Admin fee / account holder | $261 | $6,746-96.1% | $14,329-98.2% | $7,344-96.4% |