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 | $124,425-47.2% | $112,040-41.4% | $137,256-52.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.61% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,678 | $3,411+7.8% | $2,954+24.5% | $4,156-11.5% |
| Participant deferral / active EE | $9,357 | $5,718+63.6% | $5,098+83.5% | $6,407+46.0% |
| Admin fee / account holder | $95 | $15,207-99.4% | $12,098-99.2% | $12,270-99.2% |