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 | $45,697 | $177,572-74.3% | $154,803-70.5% | $142,382-67.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.89% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,371 | $4,810-71.5% | $4,305-68.2% | $4,299-68.1% |
| Participant deferral / active EE | $8,647 | $6,272+37.9% | $5,540+56.1% | $6,507+32.9% |
| Admin fee / account holder | $110 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |