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 4-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 | $65,123 | $111,754-41.7% | $103,333-37.0% | $145,922-55.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.83% | 24.77%-6.9pp | 24.88%-7.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $14,928 | $4,212+254.4% | $3,868+286.0% | $4,660+220.4% |
| Participant deferral / active EE | $14,628 | $5,619+160.4% | $5,057+189.2% | $6,688+118.7% |
| Admin fee / account holder | $285 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |