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 | $72,071-38.6% | $68,368-35.2% | $137,256-67.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.45% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,463 | $2,788-11.7% | $2,649-7.0% | $4,156-40.7% |
| Participant deferral / active EE | $5,568 | $4,410+26.3% | $4,123+35.1% | $6,407-13.1% |
| Admin fee / account holder | $294 | $5,336-94.5% | $5,150-94.3% | $12,270-97.6% |