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 | $35,201 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 49.70% | 65.07%-15.4pp | 58.88%-9.2pp | 217.08%-167.4pp |
| Employer contribution / active EE | $2,546 | $4,810-47.1% | $4,305-40.9% | $4,299-40.8% |
| Participant deferral / active EE | $8,613 | $6,272+37.3% | $5,540+55.5% | $6,507+32.4% |
| Admin fee / account holder | $166 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |