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 | $124,425-73.1% | $112,040-70.1% | $137,256-75.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.99% | 24.72%-1.7pp | 24.52%-1.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,602 | $3,411-53.0% | $2,954-45.8% | $4,156-61.5% |
| Participant deferral / active EE | $7,588 | $5,718+32.7% | $5,098+48.8% | $6,407+18.4% |
| Admin fee / account holder | $76 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |