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 | $110,996 | $114,381-3.0% | $107,525+3.2% | $142,382-22.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 18.73% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $13,842 | $4,015+244.8% | $3,754+268.8% | $4,299+222.0% |
| Participant deferral / active EE | $15,595 | $5,564+180.3% | $5,116+204.8% | $6,507+139.7% |
| Admin fee / account holder | $38 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |