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 | $29,768 | $77,899-61.8% | $149,673-80.1% | $75,163-60.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.34% | 31.72%-9.4pp | 134.42%-112.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $5,952 | $3,137+89.7% | $4,818+23.5% | $2,670+122.9% |
| Participant deferral / active EE | $4,686 | $3,411+37.4% | $5,680-17.5% | $4,125+13.6% |
| Admin fee / account holder | $297 | $5,956-95.0% | $13,210-97.8% | $5,651-94.7% |