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 | $51,440 | $183,519-72.0% | $155,509-66.9% | $145,922-64.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.30% | 61.17%-43.9pp | 64.67%-47.4pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,447 | $5,313-53.9% | $4,672-47.6% | $4,660-47.5% |
| Participant deferral / active EE | $6,033 | $6,462-6.6% | $5,626+7.2% | $6,688-9.8% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |