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 | $42,515 | $201,272-78.9% | $184,203-76.9% | $145,922-70.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.02% | 29.00%-4.0pp | 28.81%-3.8pp | 561.29%-536.3pp |
| Employer contribution / active EE | $2,714 | $7,022-61.4% | $6,427-57.8% | $4,660-41.8% |
| Participant deferral / active EE | $5,930 | $9,806-39.5% | $9,131-35.1% | $6,688-11.3% |
| Admin fee / account holder | $197 | $16,364-98.8% | $13,901-98.6% | $13,397-98.5% |