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 | $75,032 | $179,726-58.3% | $156,263-52.0% | $142,382-47.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.84% | 77.86%-57.0pp | 59.47%-38.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $6,615 | $5,069+30.5% | $4,333+52.7% | $4,299+53.9% |
| Participant deferral / active EE | $7,536 | $6,956+8.3% | $6,158+22.4% | $6,507+15.8% |
| Admin fee / account holder | $42 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |