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 | $160,636 | $106,584+50.7% | $101,326+58.5% | $142,382+12.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 22.10% | 36.93%-14.8pp | 36.82%-14.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,664 | $3,956+43.2% | $3,665+54.5% | $4,299+31.7% |
| Participant deferral / active EE | $14,486 | $8,297+74.6% | $7,994+81.2% | $6,507+122.6% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |