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 | $42,854 | $112,881-62.0% | $90,951-52.9% | $158,922-73.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 27.71% | 215.79%-188.1pp | 134.60%-106.9pp | 302.83%-275.1pp |
| Employer contribution / active EE | $1,898 | $2,893-34.4% | $2,122-10.6% | $4,761-60.1% |
| Participant deferral / active EE | $16,000 | $4,128+287.6% | $3,373+374.4% | $5,982+167.5% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |