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 | $66,853 | $97,125-31.2% | $86,233-22.5% | $137,256-51.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 19.51% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $6,935 | $2,841+144.1% | $2,504+176.9% | $4,156+66.9% |
| Participant deferral / active EE | $4,020 | $5,180-22.4% | $4,559-11.8% | $6,407-37.3% |
| Admin fee / account holder | $133 | $9,725-98.6% | $8,342-98.4% | $12,270-98.9% |