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 | $55,665 | $214,378-74.0% | $200,582-72.2% | $142,382-60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.42% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,442 | $6,841-35.1% | $6,419-30.8% | $4,299+3.3% |
| Participant deferral / active EE | $11,967 | $9,865+21.3% | $9,331+28.2% | $6,507+83.9% |
| Admin fee / account holder | $233 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |