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 | $35,149 | $167,307-79.0% | $143,757-75.5% | $134,475-73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 6.34% | 0.46%+5.9pp | -0.04%+6.4pp | 417.96%-411.6pp |
| Employer contribution / active EE | $7,396 | $5,619+31.6% | $4,951+49.4% | $4,740+56.0% |
| Participant deferral / active EE | $7,704 | $6,446+19.5% | $5,637+36.7% | $6,400+20.4% |
| Admin fee / account holder | $177 | $18,088-99.0% | $14,673-98.8% | $11,426-98.5% |