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 | $40,875 | $177,572-77.0% | $154,803-73.6% | $142,382-71.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.36% | 65.07%-39.7pp | 58.88%-33.5pp | 217.08%-191.7pp |
| Employer contribution / active EE | $2,786 | $4,810-42.1% | $4,305-35.3% | $4,299-35.2% |
| Participant deferral / active EE | $9,767 | $6,272+55.7% | $5,540+76.3% | $6,507+50.1% |
| Admin fee / account holder | $37 | $16,786-99.8% | $14,329-99.7% | $12,624-99.7% |