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 | $58,080 | $111,754-48.0% | $103,333-43.8% | $145,922-60.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.80% | 24.77%-8.0pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,408 | $4,212-42.8% | $3,868-37.7% | $4,660-48.3% |
| Participant deferral / active EE | $11,060 | $5,619+96.8% | $5,057+118.7% | $6,688+65.4% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |