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 | $64,998 | $81,248-20.0% | $155,509-58.2% | $80,856-19.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.54% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,015 | $3,100+29.5% | $4,672-14.1% | $2,755+45.7% |
| Participant deferral / active EE | $6,547 | $3,452+89.7% | $5,626+16.4% | $4,296+52.4% |
| Admin fee / account holder | $96 | $7,997-98.8% | $15,912-99.4% | $6,918-98.6% |