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 | $54,262 | $201,272-73.0% | $184,203-70.5% | $145,922-62.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.13% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $6,016 | $7,022-14.3% | $6,427-6.4% | $4,660+29.1% |
| Participant deferral / active EE | $14,856 | $9,806+51.5% | $9,131+62.7% | $6,688+122.1% |
| Admin fee / account holder | $59 | $16,364-99.6% | $13,901-99.6% | $13,397-99.6% |