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 | $59,772 | $239,571-75.1% | $183,328-67.4% | $137,256-56.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 17.24% | 35.69%-18.4pp | 29.67%-12.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,378 | $6,148-61.3% | $5,055-53.0% | $4,156-42.8% |
| Participant deferral / active EE | $2,738 | $7,995-65.8% | $6,795-59.7% | $6,407-57.3% |
| Admin fee / account holder | $127 | $30,059-99.6% | $21,427-99.4% | $12,270-99.0% |