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 | $94,597 | $114,381-17.3% | $107,525-12.0% | $142,382-33.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.02% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,060 | $4,015-23.8% | $3,754-18.5% | $4,299-28.8% |
| Participant deferral / active EE | $20,333 | $5,564+265.4% | $5,116+297.5% | $6,507+212.5% |
| Admin fee / account holder | $39 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |