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 | $66,802 | $172,111-61.2% | $150,298-55.6% | $137,256-51.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.62% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,785 | $4,636-61.5% | $4,154-57.0% | $4,156-57.1% |
| Participant deferral / active EE | $11,514 | $6,166+86.7% | $5,453+111.2% | $6,407+79.7% |
| Admin fee / account holder | $275 | $16,471-98.3% | $14,116-98.1% | $12,270-97.8% |