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 | $51,619 | $107,452-52.0% | $91,541-43.6% | $142,382-63.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.33% | 22.06%-3.7pp | 20.50%-2.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,482 | $2,994+83.1% | $2,505+118.9% | $4,299+27.5% |
| Participant deferral / active EE | $18,758 | $4,754+294.6% | $4,008+368.0% | $6,507+188.3% |
| Admin fee / account holder | $151 | $8,834-98.3% | $6,956-97.8% | $12,624-98.8% |