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 | $44,478 | $117,983-62.3% | $101,794-56.3% | $142,382-68.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.05% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,083 | $2,773+119.4% | $2,289+165.8% | $4,299+41.5% |
| Participant deferral / active EE | $3,587 | $4,714-23.9% | $4,084-12.2% | $6,507-44.9% |
| Admin fee / account holder | $149 | $10,433-98.6% | $8,777-98.3% | $12,624-98.8% |