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 | $33,226 | $117,983-71.8% | $101,794-67.4% | $142,382-76.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.27% | 36.92%-19.6pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,395 | $2,773-13.6% | $2,289+4.6% | $4,299-44.3% |
| Participant deferral / active EE | $5,047 | $4,714+7.1% | $4,084+23.6% | $6,507-22.4% |
| Admin fee / account holder | $1 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |