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 | $40,622 | $127,065-68.0% | $113,168-64.1% | $142,382-71.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.31% | 24.03%-2.7pp | 24.27%-3.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,870 | $3,442-45.7% | $2,975-37.1% | $4,299-56.5% |
| Participant deferral / active EE | $5,811 | $5,716+1.7% | $5,107+13.8% | $6,507-10.7% |
| Admin fee / account holder | $41 | $15,736-99.7% | $12,068-99.7% | $12,624-99.7% |