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 | $183,592-29.8% | $155,567-17.1% | $145,959-11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.46% | 61.24%-41.8pp | 64.74%-45.3pp | 561.95%-542.5pp |
| Employer contribution / active EE | $7,555 | $5,315+42.2% | $4,674+61.6% | $4,661+62.1% |
| Participant deferral / active EE | $11,532 | $6,464+78.4% | $5,628+104.9% | $6,689+72.4% |
| Admin fee / account holder | $24 | $19,318-99.9% | $15,916-99.8% | $13,398-99.8% |