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 | $57,772 | $114,381-49.5% | $107,525-46.3% | $142,382-59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.46% | 242.71%-220.2pp | 181.32%-158.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $22,616 | $4,015+463.3% | $3,754+502.5% | $4,299+426.1% |
| Participant deferral / active EE | $12,334 | $5,564+121.7% | $5,116+141.1% | $6,507+89.5% |
| Admin fee / account holder | $4 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |