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 | $56,560 | $124,425-54.5% | $112,040-49.5% | $137,256-58.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.49% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,656 | $3,411-22.1% | $2,954-10.1% | $4,156-36.1% |
| Participant deferral / active EE | $8,319 | $5,718+45.5% | $5,098+63.2% | $6,407+29.8% |
| Admin fee / account holder | $224 | $15,207-98.5% | $12,098-98.2% | $12,270-98.2% |