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 | $59,045 | $110,261-46.5% | $95,745-38.3% | $139,434-57.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.97% | 27.11%-8.1pp | 28.35%-9.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,757 | $3,257-15.4% | $2,835-2.7% | $4,751-42.0% |
| Participant deferral / active EE | $10,896 | $4,676+133.0% | $4,245+156.7% | $6,710+62.4% |
| Admin fee / account holder | $60 | $6,613-99.1% | $5,678-98.9% | $11,403-99.5% |