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 | $172,111-73.4% | $150,298-69.6% | $137,256-66.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.89% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,371 | $4,636-70.4% | $4,154-67.0% | $4,156-67.0% |
| Participant deferral / active EE | $8,647 | $6,166+40.2% | $5,453+58.6% | $6,407+35.0% |
| Admin fee / account holder | $110 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |