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 | $70,817 | $114,381-38.1% | $107,525-34.1% | $142,382-50.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.19% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,373 | $4,015-65.8% | $3,754-63.4% | $4,299-68.1% |
| Participant deferral / active EE | $2,110 | $5,564-62.1% | $5,116-58.8% | $6,507-67.6% |
| Admin fee / account holder | -$193 | $9,860-102.0% | $8,919-102.2% | $12,624-101.5% |