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 | $31,643 | $154,117-79.5% | $129,995-75.7% | $139,434-77.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.23% | 32.48%-12.2pp | -137.18%+157.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,314 | $5,289-37.3% | $4,320-23.3% | $4,751-30.2% |
| Participant deferral / active EE | $10,648 | $6,710+58.7% | $5,820+83.0% | $6,710+58.7% |
| Admin fee / account holder | $23 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |