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 | $22,339 | $110,257-79.7% | $96,544-76.9% | $139,434-84.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.75% | 26.32%-12.6pp | 25.84%-12.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,826 | $3,620+5.7% | $2,965+29.1% | $4,751-19.5% |
| Participant deferral / active EE | $5,100 | $5,548-8.1% | $4,851+5.1% | $6,710-24.0% |
| Admin fee / account holder | $129 | $11,591-98.9% | $8,252-98.4% | $11,403-98.9% |