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 | $33,519 | $127,065-73.6% | $113,168-70.4% | $142,382-76.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.99% | 24.03%-1.0pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,602 | $3,442-53.5% | $2,975-46.2% | $4,299-62.7% |
| Participant deferral / active EE | $7,588 | $5,716+32.7% | $5,107+48.6% | $6,507+16.6% |
| Admin fee / account holder | $76 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |