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 | $128,916 | $183,519-29.8% | $155,509-17.1% | $145,922-11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.46% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $7,555 | $5,313+42.2% | $4,672+61.7% | $4,660+62.1% |
| Participant deferral / active EE | $11,532 | $6,462+78.4% | $5,626+105.0% | $6,688+72.4% |
| Admin fee / account holder | $24 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |