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 | $65,267 | $106,515-38.7% | $96,683-32.5% | $139,434-53.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.00% | 38.43%-14.4pp | 35.69%-11.7pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,799 | $4,103-56.2% | $3,737-51.9% | $4,751-62.1% |
| Participant deferral / active EE | $13,000 | $5,454+138.4% | $4,878+166.5% | $6,710+93.7% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |