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 | $100,970-57.7% | $96,576-55.8% | $137,256-68.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.93% | 38.16%-15.2pp | 38.47%-15.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $4,226 | $3,809+10.9% | $3,553+18.9% | $4,156+1.7% |
| Participant deferral / active EE | $10,537 | $8,286+27.2% | $7,956+32.4% | $6,407+64.5% |
| Admin fee / account holder | $56 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |