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 | $52,232 | $106,584-51.0% | $101,326-48.5% | $142,382-63.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.17% | 36.93%-16.8pp | 36.82%-16.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,773 | $3,956+45.9% | $3,665+57.5% | $4,299+34.3% |
| Participant deferral / active EE | $13,251 | $8,297+59.7% | $7,994+65.8% | $6,507+103.6% |
| Admin fee / account holder | $293 | $11,446-97.4% | $11,185-97.4% | $12,624-97.7% |