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 | $39,084 | $127,065-69.2% | $113,168-65.5% | $142,382-72.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.74% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,528 | $3,442+31.5% | $2,975+52.2% | $4,299+5.3% |
| Participant deferral / active EE | $11,295 | $5,716+97.6% | $5,107+121.2% | $6,507+73.6% |
| Admin fee / account holder | $246 | $15,736-98.4% | $12,068-98.0% | $12,624-98.1% |