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 | $72,279 | $172,111-58.0% | $150,298-51.9% | $137,256-47.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.59% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,771 | $4,636-40.2% | $4,154-33.3% | $4,156-33.3% |
| Participant deferral / active EE | $9,795 | $6,166+58.9% | $5,453+79.6% | $6,407+52.9% |
| Admin fee / account holder | $59 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |