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 | $93,897 | $178,174-47.3% | $156,181-39.9% | $137,256-31.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.89% | 84.19%-71.3pp | 64.87%-52.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,660 | $4,972-46.5% | $4,294-38.1% | $4,156-36.0% |
| Participant deferral / active EE | $2,660 | $6,888-61.4% | $6,132-56.6% | $6,407-58.5% |
| Admin fee / account holder | $104 | $17,404-99.4% | $14,586-99.3% | $12,270-99.1% |