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 | $69,889 | $201,272-65.3% | $184,203-62.1% | $145,922-52.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.91% | 29.00%-7.1pp | 28.81%-6.9pp | 561.29%-539.4pp |
| Employer contribution / active EE | $3,205 | $7,022-54.4% | $6,427-50.1% | $4,660-31.2% |
| Participant deferral / active EE | $12,590 | $9,806+28.4% | $9,131+37.9% | $6,688+88.3% |
| Admin fee / account holder | $100 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |