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 | $36,252 | $89,753-59.6% | $107,525-66.3% | $84,808-57.3% |
| Participation rate | 88.5% | 68.1%+20.4pp | 75.1%+13.4pp | 68.3%+20.2pp |
| Annual return | 18.25% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,517 | $3,113+13.0% | $3,754-6.3% | $2,631+33.7% |
| Participant deferral / active EE | $5,276 | $4,056+30.1% | $5,116+3.1% | $4,212+25.3% |
| Admin fee / account holder | $27 | $7,222-99.6% | $8,919-99.7% | $7,344-99.6% |