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 | $46,836 | $183,592-74.5% | $155,567-69.9% | $145,959-67.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,705 | $5,315-49.1% | $4,674-42.1% | $4,661-42.0% |
| Participant deferral / active EE | $17,687 | $6,464+173.6% | $5,628+214.3% | $6,689+164.4% |
| Admin fee / account holder | $22 | $19,318-99.9% | $15,916-99.9% | $13,398-99.8% |