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 | $32,707 | $183,519-82.2% | $155,509-79.0% | $145,922-77.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.03% | 61.17%-43.1pp | 64.67%-46.6pp | 561.29%-543.3pp |
| Employer contribution / active EE | $2,691 | $5,313-49.4% | $4,672-42.4% | $4,660-42.3% |
| Participant deferral / active EE | $5,567 | $6,462-13.9% | $5,626-1.1% | $6,688-16.8% |
| Admin fee / account holder | $120 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |