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 | $61,294 | $183,519-66.6% | $155,509-60.6% | $145,922-58.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 57.13% | 61.17%-4.0pp | 64.67%-7.5pp | 561.29%-504.2pp |
| Employer contribution / active EE | $3,658 | $5,313-31.1% | $4,672-21.7% | $4,660-21.5% |
| Participant deferral / active EE | $12,059 | $6,462+86.6% | $5,626+114.3% | $6,688+80.3% |
| Admin fee / account holder | $32 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |