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 | $117,983-74.7% | $101,794-70.7% | $142,382-79.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.19% | 36.92%-13.7pp | 30.53%-7.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,867 | $2,773-32.7% | $2,289-18.4% | $4,299-56.6% |
| Participant deferral / active EE | $5,154 | $4,714+9.4% | $4,084+26.2% | $6,507-20.8% |
| Admin fee / account holder | $59 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |