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 | $33,121 | $117,841-71.9% | $102,423-67.7% | $145,922-77.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.84% | 31.65%-16.8pp | 29.32%-14.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $9,418 | $3,615+160.6% | $3,023+211.5% | $4,660+102.1% |
| Participant deferral / active EE | $12,774 | $5,731+122.9% | $5,053+152.8% | $6,688+91.0% |
| Admin fee / account holder | $113 | $13,326-99.2% | $9,451-98.8% | $13,397-99.2% |