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 | $44,409 | $100,773-55.9% | $88,946-50.1% | $142,382-68.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 22.07% | 70.18%-48.1pp | 57.82%-35.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,559 | $2,918-12.3% | $2,555+0.2% | $4,299-40.5% |
| Participant deferral / active EE | $5,390 | $5,230+3.1% | $4,581+17.7% | $6,507-17.2% |
| Admin fee / account holder | $289 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |