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 | $42,703 | $106,584-59.9% | $101,326-57.9% | $142,382-70.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.93% | 36.93%-14.0pp | 36.82%-13.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $4,226 | $3,956+6.8% | $3,665+15.3% | $4,299-1.7% |
| Participant deferral / active EE | $10,537 | $8,297+27.0% | $7,994+31.8% | $6,507+61.9% |
| Admin fee / account holder | $56 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |