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 | $53,051 | $106,515-50.2% | $96,683-45.1% | $139,434-62.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.87% | 38.43%-15.6pp | 35.69%-12.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $11,520 | $4,103+180.8% | $3,737+208.3% | $4,751+142.5% |
| Participant deferral / active EE | $10,932 | $5,454+100.4% | $4,878+124.1% | $6,710+62.9% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |