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 | $26,590 | $77,730-65.8% | $70,164-62.1% | $139,434-80.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.00% | 18.98%-1.0pp | 18.87%-0.9pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,985 | $4,990-60.2% | $4,287-53.7% | $4,751-58.2% |
| Participant deferral / active EE | $8,125 | $6,448+26.0% | $5,395+50.6% | $6,710+21.1% |
| Admin fee / account holder | $0 | $5,368-100.0% | $4,561-100.0% | $11,403-100.0% |