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 | $42,973 | $106,515-59.7% | $96,683-55.6% | $139,434-69.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.09% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $8,889 | $4,103+116.7% | $3,737+137.9% | $4,751+87.1% |
| Participant deferral / active EE | $2,204 | $5,454-59.6% | $4,878-54.8% | $6,710-67.2% |
| Admin fee / account holder | $29 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |