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 | $44,120 | $183,519-76.0% | $155,509-71.6% | $145,922-69.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.98% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $4,519 | $5,313-14.9% | $4,672-3.3% | $4,660-3.0% |
| Participant deferral / active EE | $6,747 | $6,462+4.4% | $5,626+19.9% | $6,688+0.9% |
| Admin fee / account holder | $278 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |