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 | $101,039 | $201,272-49.8% | $184,203-45.1% | $145,922-30.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.97% | 29.00%-10.0pp | 28.81%-9.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $12,395 | $7,022+76.5% | $6,427+92.9% | $4,660+166.0% |
| Participant deferral / active EE | $20,607 | $9,806+110.2% | $9,131+125.7% | $6,688+208.1% |
| Admin fee / account holder | $75 | $16,364-99.5% | $13,901-99.5% | $13,397-99.4% |