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 | $100,970-48.3% | $96,576-45.9% | $137,256-61.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.17% | 38.16%-18.0pp | 38.47%-18.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $5,773 | $3,809+51.6% | $3,553+62.5% | $4,156+38.9% |
| Participant deferral / active EE | $13,251 | $8,286+59.9% | $7,956+66.5% | $6,407+106.8% |
| Admin fee / account holder | $293 | $11,312-97.4% | $11,381-97.4% | $12,270-97.6% |