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 | $43,420 | $159,602-72.8% | $150,045-71.1% | $142,382-69.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.40% | 70.24%-40.8pp | 62.55%-33.1pp | 217.08%-187.7pp |
| Employer contribution / active EE | $6,115 | $4,961+23.3% | $4,693+30.3% | $4,299+42.2% |
| Participant deferral / active EE | $12,351 | $8,310+48.6% | $7,997+54.4% | $6,507+89.8% |
| Admin fee / account holder | $140 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |