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 | $62,520 | $148,534-57.9% | $135,903-54.0% | $139,434-55.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.34% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $3,402 | $5,243-35.1% | $4,856-30.0% | $4,751-28.4% |
| Participant deferral / active EE | $17,333 | $8,100+114.0% | $7,758+123.4% | $6,710+158.3% |
| Admin fee / account holder | $136 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |