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 | $49,403 | $177,572-72.2% | $154,803-68.1% | $142,382-65.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.79% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,275 | $4,810-52.7% | $4,305-47.2% | $4,299-47.1% |
| Participant deferral / active EE | $9,619 | $6,272+53.4% | $5,540+73.6% | $6,507+47.8% |
| Admin fee / account holder | $195 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |