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 | $64,246 | $201,272-68.1% | $184,203-65.1% | $145,922-56.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.39% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $12,354 | $7,022+75.9% | $6,427+92.2% | $4,660+165.1% |
| Participant deferral / active EE | $12,249 | $9,806+24.9% | $9,131+34.1% | $6,688+83.2% |
| Admin fee / account holder | $15 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |