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 | $60,721 | $201,272-69.8% | $184,203-67.0% | $145,922-58.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.41% | 29.00%-14.6pp | 28.81%-14.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $4,474 | $7,022-36.3% | $6,427-30.4% | $4,660-4.0% |
| Participant deferral / active EE | $14,498 | $9,806+47.9% | $9,131+58.8% | $6,688+116.8% |
| Admin fee / account holder | $90 | $16,364-99.5% | $13,901-99.4% | $13,397-99.3% |