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 | $18,681 | $167,307-88.8% | $143,757-87.0% | $134,475-86.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 57.06% | 0.46%+56.6pp | -0.04%+57.1pp | 417.96%-360.9pp |
| Employer contribution / active EE | $6,374 | $5,619+13.4% | $4,951+28.8% | $4,740+34.5% |
| Participant deferral / active EE | $4,959 | $6,446-23.1% | $5,637-12.0% | $6,400-22.5% |
| Admin fee / account holder | $196 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |