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 6-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 | $56,351 | $154,117-63.4% | $129,995-56.7% | $139,434-59.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.81% | 32.48%-12.7pp | -137.18%+157.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,193 | $5,289-39.6% | $4,320-26.1% | $4,751-32.8% |
| Participant deferral / active EE | $11,250 | $6,710+67.7% | $5,820+93.3% | $6,710+67.7% |
| Admin fee / account holder | $224 | $14,007-98.4% | $10,614-97.9% | $11,403-98.0% |