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 | $77,188 | $214,378-64.0% | $200,582-61.5% | $142,382-45.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.33% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,917 | $6,841-28.1% | $6,419-23.4% | $4,299+14.4% |
| Participant deferral / active EE | $13,925 | $9,865+41.2% | $9,331+49.2% | $6,507+114.0% |
| Admin fee / account holder | $16 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |