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 | $32,590 | $106,515-69.4% | $96,683-66.3% | $139,434-76.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.45% | 38.43%-14.0pp | 35.69%-11.2pp | 372.94%-348.5pp |
| Employer contribution / active EE | $13,270 | $4,103+223.4% | $3,737+255.1% | $4,751+179.3% |
| Participant deferral / active EE | $9,925 | $5,454+82.0% | $4,878+103.5% | $6,710+47.9% |
| Admin fee / account holder | $59 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |