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 | $65,659 | $127,065-48.3% | $113,168-42.0% | $142,382-53.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.61% | 24.03%-7.4pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,678 | $3,442+6.9% | $2,975+23.6% | $4,299-14.4% |
| Participant deferral / active EE | $9,357 | $5,716+63.7% | $5,107+83.2% | $6,507+43.8% |
| Admin fee / account holder | $95 | $15,736-99.4% | $12,068-99.2% | $12,624-99.3% |