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 | $67,291 | $111,754-39.8% | $103,333-34.9% | $145,922-53.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.95% | 24.77%-9.8pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,265 | $4,212-46.2% | $3,868-41.5% | $4,660-51.4% |
| Participant deferral / active EE | $4,258 | $5,619-24.2% | $5,057-15.8% | $6,688-36.3% |
| Admin fee / account holder | $221 | $9,750-97.7% | $8,355-97.4% | $13,397-98.4% |