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 | $56,364 | $105,126-46.4% | $94,646-40.4% | $139,434-59.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 26.20% | 38.03%-11.8pp | 156.71%-130.5pp | 372.94%-346.7pp |
| Employer contribution / active EE | $5,675 | $4,106+38.2% | $3,672+54.5% | $4,751+19.5% |
| Participant deferral / active EE | $16,344 | $7,599+115.1% | $7,418+120.3% | $6,710+143.6% |
| Admin fee / account holder | $80 | $8,984-99.1% | $7,231-98.9% | $11,403-99.3% |