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 | $42,188 | $93,571-54.9% | $135,903-69.0% | $75,163-43.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.12% | 30.90%-7.8pp | 68.23%-45.1pp | 160.62%-137.5pp |
| Employer contribution / active EE | $3,711 | $3,537+4.9% | $4,856-23.6% | $2,670+39.0% |
| Participant deferral / active EE | $10,690 | $6,404+66.9% | $7,758+37.8% | $4,125+159.1% |
| Admin fee / account holder | $99 | $6,975-98.6% | $10,762-99.1% | $5,651-98.3% |