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 | $75,811 | $178,174-57.5% | $156,181-51.5% | $137,256-44.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.23% | 84.19%-65.0pp | 64.87%-45.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $10,903 | $4,972+119.3% | $4,294+153.9% | $4,156+162.3% |
| Participant deferral / active EE | $16,667 | $6,888+142.0% | $6,132+171.8% | $6,407+160.1% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |