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 6-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 | $61,005 | $127,065-52.0% | $113,168-46.1% | $142,382-57.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.62% | 24.03%-5.4pp | 24.27%-5.6pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,881 | $3,442+41.8% | $2,975+64.0% | $4,299+13.5% |
| Participant deferral / active EE | $14,725 | $5,716+157.6% | $5,107+188.3% | $6,507+126.3% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |