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 | $92,183 | $112,729-18.2% | $98,716-6.6% | $137,256-32.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.77% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,045 | $2,725+121.8% | $2,279+165.3% | $4,156+45.4% |
| Participant deferral / active EE | $13,600 | $4,640+193.1% | $4,048+236.0% | $6,407+112.3% |
| Admin fee / account holder | $19 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |