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 | $54,422 | $106,584-48.9% | $101,326-46.3% | $142,382-61.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.01% | 36.93%-13.9pp | 36.82%-13.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,351 | $3,956-15.3% | $3,665-8.6% | $4,299-22.0% |
| Participant deferral / active EE | $10,559 | $8,297+27.3% | $7,994+32.1% | $6,507+62.3% |
| Admin fee / account holder | $184 | $11,446-98.4% | $11,185-98.4% | $12,624-98.5% |