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 | $57,687 | $112,729-48.8% | $98,716-41.6% | $137,256-58.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.55% | 38.48%-16.9pp | 31.81%-10.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,597 | $2,725-41.4% | $2,279-29.9% | $4,156-61.6% |
| Participant deferral / active EE | $5,696 | $4,640+22.8% | $4,048+40.7% | $6,407-11.1% |
| Admin fee / account holder | $68 | $10,129-99.3% | $8,703-99.2% | $12,270-99.4% |