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 | $38,217 | $209,336-81.7% | $197,124-80.6% | $137,256-72.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.04% | 48.09%-28.0pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,486 | $6,591-62.3% | $6,227-60.1% | $4,156-40.2% |
| Participant deferral / active EE | $3,730 | $9,614-61.2% | $9,135-59.2% | $6,407-41.8% |
| Admin fee / account holder | $112 | $17,308-99.4% | $16,298-99.3% | $12,270-99.1% |