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 | $77,552 | $106,584-27.2% | $101,326-23.5% | $142,382-45.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.17% | 36.93%-16.8pp | 36.82%-16.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,766 | $3,956-30.1% | $3,665-24.5% | $4,299-35.7% |
| Participant deferral / active EE | $11,064 | $8,297+33.3% | $7,994+38.4% | $6,507+70.0% |
| Admin fee / account holder | $160 | $11,446-98.6% | $11,185-98.6% | $12,624-98.7% |