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 | $29,749 | $175,202-83.0% | $149,673-80.1% | $139,434-78.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.54% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,821 | $5,474-11.9% | $4,818+0.1% | $4,751+1.5% |
| Participant deferral / active EE | $6,625 | $6,519+1.6% | $5,680+16.6% | $6,710-1.3% |
| Admin fee / account holder | $84 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |