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 | $67,355 | $177,572-62.1% | $154,803-56.5% | $142,382-52.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.80% | 65.07%-37.3pp | 58.88%-31.1pp | 217.08%-189.3pp |
| Employer contribution / active EE | $17,185 | $4,810+257.2% | $4,305+299.1% | $4,299+299.7% |
| Participant deferral / active EE | $32,377 | $6,272+416.2% | $5,540+484.4% | $6,507+397.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |