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 | $57,346 | $150,187-61.8% | $120,354-52.4% | $145,922-60.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.05% | 154.07%-142.0pp | 107.15%-95.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $5,389 | $4,348+23.9% | $3,463+55.6% | $4,660+15.6% |
| Participant deferral / active EE | $5,691 | $6,173-7.8% | $4,991+14.0% | $6,688-14.9% |
| Admin fee / account holder | $5 | $12,207-100.0% | $9,423-99.9% | $13,397-100.0% |