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 | $72,091 | $177,572-59.4% | $154,803-53.4% | $142,382-49.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.60% | 65.07%-42.5pp | 58.88%-36.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $17,098 | $4,810+255.4% | $4,305+297.1% | $4,299+297.7% |
| Participant deferral / active EE | $11,776 | $6,272+87.8% | $5,540+112.5% | $6,507+81.0% |
| Admin fee / account holder | $96 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |