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 | $33,990 | $89,753-62.1% | $107,525-68.4% | $84,808-59.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 22.95% | 29.48%-6.5pp | 181.32%-158.4pp | 40.90%-17.9pp |
| Employer contribution / active EE | $3,843 | $3,113+23.4% | $3,754+2.4% | $2,631+46.1% |
| Participant deferral / active EE | $6,967 | $4,056+71.8% | $5,116+36.2% | $4,212+65.4% |
| Admin fee / account holder | $141 | $7,222-98.1% | $8,919-98.4% | $7,344-98.1% |