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 | $59,411 | $210,648-71.8% | $177,989-66.6% | $145,922-59.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.26% | 385.86%-371.6pp | 294.48%-280.2pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,160 | $4,565-52.7% | $3,949-45.3% | $4,660-53.6% |
| Participant deferral / active EE | $12,200 | $6,958+75.3% | $6,276+94.4% | $6,688+82.4% |
| Admin fee / account holder | $23 | $12,013-99.8% | $10,363-99.8% | $13,397-99.8% |