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 | $23,593 | $106,515-77.8% | $96,683-75.6% | $139,434-83.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.28% | 38.43%-27.1pp | 35.69%-24.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $5,236 | $4,103+27.6% | $3,737+40.1% | $4,751+10.2% |
| Participant deferral / active EE | $5,455 | $5,4540% | $4,878+11.8% | $6,710-18.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |