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 | $54,716 | $117,841-53.6% | $102,423-46.6% | $145,922-62.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.41% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $20,518 | $3,615+467.6% | $3,023+578.7% | $4,660+340.3% |
| Participant deferral / active EE | $4,179 | $5,731-27.1% | $5,053-17.3% | $6,688-37.5% |
| Admin fee / account holder | $82 | $13,326-99.4% | $9,451-99.1% | $13,397-99.4% |