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 | $43,520 | $159,602-72.7% | $150,045-71.0% | $142,382-69.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.14% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,205 | $4,961-75.7% | $4,693-74.3% | $4,299-72.0% |
| Participant deferral / active EE | $4,144 | $8,310-50.1% | $7,997-48.2% | $6,507-36.3% |
| Admin fee / account holder | $190 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |