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 | $108,970 | $100,773+8.1% | $88,946+22.5% | $142,382-23.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.11% | 70.18%-49.1pp | 57.82%-36.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $12,936 | $2,918+343.4% | $2,555+406.3% | $4,299+200.9% |
| Participant deferral / active EE | $19,535 | $5,230+273.5% | $4,581+326.4% | $6,507+200.2% |
| Admin fee / account holder | $117 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |