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 | $109,164 | $117,983-7.5% | $101,794+7.2% | $142,382-23.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.62% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $7,990 | $2,773+188.2% | $2,289+249.1% | $4,299+85.9% |
| Participant deferral / active EE | $9,080 | $4,714+92.6% | $4,084+122.3% | $6,507+39.5% |
| Admin fee / account holder | $2 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |