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 | $59,130 | $111,754-47.1% | $103,333-42.8% | $145,922-59.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 24.77%-9.4pp | 24.88%-9.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $8,361 | $4,212+98.5% | $3,868+116.2% | $4,660+79.4% |
| Participant deferral / active EE | $26,250 | $5,619+367.2% | $5,057+419.0% | $6,688+292.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |