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 | $31,677 | $214,378-85.2% | $200,582-84.2% | $142,382-77.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.81% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,571 | $6,841-33.2% | $6,419-28.8% | $4,299+6.3% |
| Participant deferral / active EE | $6,036 | $9,865-38.8% | $9,331-35.3% | $6,507-7.2% |
| Admin fee / account holder | $145 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |