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 | $27,507 | $124,281-77.9% | $109,143-74.8% | $167,490-83.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 22.68% | 26.04%-3.4pp | 25.75%-3.1pp | 478.56%-455.9pp |
| Employer contribution / active EE | $3,567 | $4,207-15.2% | $3,722-4.2% | $4,837-26.3% |
| Participant deferral / active EE | $7,688 | $5,255+46.3% | $4,653+65.2% | $6,341+21.2% |
| Admin fee / account holder | $167 | $7,970-97.9% | $6,752-97.5% | $12,309-98.6% |