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 | $55,316 | $114,381-51.6% | $107,525-48.6% | $142,382-61.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.65% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,866 | $4,015-28.6% | $3,754-23.6% | $4,299-33.3% |
| Participant deferral / active EE | $22,222 | $5,564+299.4% | $5,116+334.4% | $6,507+241.5% |
| Admin fee / account holder | $88 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |