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 | $54,088 | $102,382-47.2% | $147,005-63.2% | $80,874-33.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.22% | 134.89%-121.7pp | 418.76%-405.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,425 | $3,715-61.6% | $4,934-71.1% | $2,756-48.3% |
| Participant deferral / active EE | $2,739 | $6,646-58.8% | $8,070-66.1% | $4,297-36.3% |
| Admin fee / account holder | $229 | $7,942-97.1% | $13,006-98.2% | $6,935-96.7% |