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 | $59,294 | $100,773-41.2% | $88,946-33.3% | $142,382-58.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 40.23% | 70.18%-29.9pp | 57.82%-17.6pp | 217.08%-176.8pp |
| Employer contribution / active EE | $6,057 | $2,918+107.6% | $2,555+137.1% | $4,299+40.9% |
| Participant deferral / active EE | $11,660 | $5,230+122.9% | $4,581+154.5% | $6,507+79.2% |
| Admin fee / account holder | $58 | $9,693-99.4% | $8,261-99.3% | $12,624-99.5% |