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 | $72,281 | $201,272-64.1% | $184,203-60.8% | $145,922-50.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.90% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,964 | $7,022-72.0% | $6,427-69.4% | $4,660-57.8% |
| Participant deferral / active EE | $9,615 | $9,806-1.9% | $9,131+5.3% | $6,688+43.8% |
| Admin fee / account holder | $77 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |