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 | $45,602 | $177,572-74.3% | $154,803-70.5% | $142,382-68.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.80% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,348 | $4,810-51.2% | $4,305-45.5% | $4,299-45.4% |
| Participant deferral / active EE | $9,630 | $6,272+53.6% | $5,540+73.8% | $6,507+48.0% |
| Admin fee / account holder | $230 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |