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 | $53,144 | $124,425-57.3% | $112,040-52.6% | $137,256-61.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 19.31% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,751 | $3,411-19.4% | $2,954-6.9% | $4,156-33.8% |
| Participant deferral / active EE | $9,250 | $5,718+61.8% | $5,098+81.5% | $6,407+44.4% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |