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 | $55,241 | $154,117-64.2% | $129,995-57.5% | $139,434-60.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.46% | 32.48%-14.0pp | -137.18%+155.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $12,318 | $5,289+132.9% | $4,320+185.2% | $4,751+159.3% |
| Participant deferral / active EE | $5,592 | $6,710-16.7% | $5,820-3.9% | $6,710-16.7% |
| Admin fee / account holder | $206 | $14,007-98.5% | $10,614-98.1% | $11,403-98.2% |