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 | $15,596 | $77,899-80.0% | $149,673-89.6% | $75,163-79.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 26.55% | 31.72%-5.2pp | 134.42%-107.9pp | 160.62%-134.1pp |
| Employer contribution / active EE | $4,604 | $3,137+46.8% | $4,818-4.4% | $2,670+72.5% |
| Participant deferral / active EE | $3,869 | $3,411+13.4% | $5,680-31.9% | $4,125-6.2% |
| Admin fee / account holder | $146 | $5,956-97.5% | $13,210-98.9% | $5,651-97.4% |