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 | $44,275 | $74,888-40.9% | $71,209-37.8% | $142,382-68.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.45% | 345.14%-323.7pp | 282.51%-261.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,463 | $2,854-13.7% | $2,721-9.5% | $4,299-42.7% |
| Participant deferral / active EE | $5,568 | $4,454+25.0% | $4,175+33.4% | $6,507-14.4% |
| Admin fee / account holder | $294 | $5,568-94.7% | $5,349-94.5% | $12,624-97.7% |