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 | $69,440 | $201,272-65.5% | $184,203-62.3% | $145,922-52.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.72% | 29.00%-10.3pp | 28.81%-10.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,960 | $7,022-72.1% | $6,427-69.5% | $4,660-57.9% |
| Participant deferral / active EE | $15,850 | $9,806+61.6% | $9,131+73.6% | $6,688+137.0% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |