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 | $29,824 | $112,729-73.5% | $98,716-69.8% | $137,256-78.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.19% | 38.48%-15.3pp | 31.81%-8.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,867 | $2,725-31.5% | $2,279-18.1% | $4,156-55.1% |
| Participant deferral / active EE | $5,154 | $4,640+11.1% | $4,048+27.3% | $6,407-19.5% |
| Admin fee / account holder | $59 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |