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 | $74,714 | $176,812-57.7% | $146,665-49.1% | $167,490-55.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.23% | 24.03%-8.8pp | 22.74%-7.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $20,478 | $5,160+296.9% | $4,136+395.1% | $4,837+323.3% |
| Participant deferral / active EE | $18,200 | $6,440+182.6% | $5,506+230.6% | $6,341+187.0% |
| Admin fee / account holder | $165 | $13,259-98.8% | $10,280-98.4% | $12,309-98.7% |