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 | $36,978 | $127,065-70.9% | $113,168-67.3% | $142,382-74.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.21% | 24.03%-2.8pp | 24.27%-3.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,755 | $3,442-49.0% | $2,975-41.0% | $4,299-59.2% |
| Participant deferral / active EE | $7,721 | $5,716+35.1% | $5,107+51.2% | $6,507+18.6% |
| Admin fee / account holder | $91 | $15,736-99.4% | $12,068-99.3% | $12,624-99.3% |