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 | $50,324 | $129,942-61.3% | $104,294-51.7% | $134,475-62.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 0.08% | 42.03%-42.0pp | 24.61%-24.5pp | 417.96%-417.9pp |
| Employer contribution / active EE | $16,350 | $4,184+290.8% | $3,372+384.9% | $4,740+245.0% |
| Participant deferral / active EE | $9,000 | $5,588+61.1% | $4,625+94.6% | $6,400+40.6% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |