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 | $85,430 | $159,934-46.6% | $147,005-41.9% | $145,959-41.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.98% | 98.24%-77.3pp | 418.76%-397.8pp | 561.95%-541.0pp |
| Employer contribution / active EE | $10,899 | $5,287+106.1% | $4,934+120.9% | $4,661+133.8% |
| Participant deferral / active EE | $11,138 | $8,427+32.2% | $8,070+38.0% | $6,689+66.5% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |