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 3-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 | $55,369 | $112,729-50.9% | $98,716-43.9% | $137,256-59.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.00% | 38.48%-13.5pp | 31.81%-6.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $7,383 | $2,725+170.9% | $2,279+224.0% | $4,156+77.6% |
| Participant deferral / active EE | $16,877 | $4,640+263.7% | $4,048+317.0% | $6,407+163.4% |
| Admin fee / account holder | $106 | $10,129-99.0% | $8,703-98.8% | $12,270-99.1% |