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 | $53,043 | $106,584-50.2% | $101,326-47.7% | $142,382-62.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 26.23% | 36.93%-10.7pp | 36.82%-10.6pp | 217.08%-190.9pp |
| Employer contribution / active EE | $13,679 | $3,956+245.8% | $3,665+273.2% | $4,299+218.2% |
| Participant deferral / active EE | $4,948 | $8,297-40.4% | $7,994-38.1% | $6,507-24.0% |
| Admin fee / account holder | $56 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |