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 | $123,430 | $202,432-39.0% | $169,368-27.1% | $139,434-11.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.65% | 531.74%-514.1pp | 405.60%-387.9pp | 372.94%-355.3pp |
| Employer contribution / active EE | $4,087 | $4,692-12.9% | $4,013+1.8% | $4,751-14.0% |
| Participant deferral / active EE | $19,494 | $6,938+181.0% | $6,221+213.3% | $6,710+190.5% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |