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 | $32,131 | $172,111-81.3% | $150,298-78.6% | $137,256-76.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.67% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,652 | $4,636-42.8% | $4,154-36.2% | $4,156-36.2% |
| Participant deferral / active EE | $8,146 | $6,166+32.1% | $5,453+49.4% | $6,407+27.1% |
| Admin fee / account holder | $137 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |