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 | $40,651 | $127,065-68.0% | $113,168-64.1% | $142,382-71.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.46% | 24.03%-7.6pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,395 | $3,442-1.4% | $2,975+14.1% | $4,299-21.0% |
| Participant deferral / active EE | $4,243 | $5,716-25.8% | $5,107-16.9% | $6,507-34.8% |
| Admin fee / account holder | $84 | $15,736-99.5% | $12,068-99.3% | $12,624-99.3% |