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 | $172,111-73.5% | $150,298-69.7% | $137,256-66.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 22.80% | 69.37%-46.6pp | 62.79%-40.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $2,348 | $4,636-49.4% | $4,154-43.5% | $4,156-43.5% |
| Participant deferral / active EE | $9,630 | $6,166+56.2% | $5,453+76.6% | $6,407+50.3% |
| Admin fee / account holder | $230 | $16,471-98.6% | $14,116-98.4% | $12,270-98.1% |