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 6-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 | $47,990 | $95,803-49.9% | $113,168-57.6% | $84,808-43.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 20.51% | 25.00%-4.5pp | 24.27%-3.8pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,941 | $2,360+24.6% | $2,975-1.1% | $2,631+11.8% |
| Participant deferral / active EE | $5,069 | $4,242+19.5% | $5,107-0.7% | $4,212+20.4% |
| Admin fee / account holder | $121 | $8,989-98.7% | $12,068-99.0% | $7,344-98.4% |