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 | $49,148 | $99,918-50.8% | $81,382-39.6% | $145,922-66.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.64% | 34.32%-13.7pp | 24.73%-4.1pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,777 | $2,978-6.7% | $2,463+12.8% | $4,660-40.4% |
| Participant deferral / active EE | $12,069 | $4,605+162.1% | $3,883+210.8% | $6,688+80.5% |
| Admin fee / account holder | $191 | $8,212-97.7% | $5,768-96.7% | $13,397-98.6% |