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 | $79,667 | $100,773-20.9% | $88,946-10.4% | $142,382-44.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.45% | 70.18%-51.7pp | 57.82%-39.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,406 | $2,918-17.5% | $2,555-5.8% | $4,299-44.0% |
| Participant deferral / active EE | $6,966 | $5,230+33.2% | $4,581+52.0% | $6,507+7.0% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |