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 | $23,937 | $175,202-86.3% | $149,673-84.0% | $139,434-82.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.00% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $4,674 | $5,474-14.6% | $4,818-3.0% | $4,751-1.6% |
| Participant deferral / active EE | $3,653 | $6,519-44.0% | $5,680-35.7% | $6,710-45.6% |
| Admin fee / account holder | $148 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |