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 | $64,711 | $156,846-58.7% | $121,098-46.6% | $139,434-53.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.44% | 1474.56%-1453.1pp | 985.75%-964.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $4,950 | $5,536-10.6% | $4,164+18.9% | $4,751+4.2% |
| Participant deferral / active EE | $15,917 | $4,844+228.6% | $4,080+290.1% | $6,710+137.2% |
| Admin fee / account holder | $220 | $6,946-96.8% | $5,644-96.1% | $11,403-98.1% |