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 3-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 | $60,521 | $111,754-45.8% | $103,333-41.4% | $145,922-58.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.75% | 24.77%-7.0pp | 24.88%-7.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $5,739 | $4,212+36.2% | $3,868+48.4% | $4,660+23.2% |
| Participant deferral / active EE | $14,419 | $5,619+156.6% | $5,057+185.1% | $6,688+115.6% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |