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 | $66,694 | $159,602-58.2% | $150,045-55.6% | $142,382-53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.50% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,268 | $4,961-14.0% | $4,693-9.1% | $4,299-0.7% |
| Participant deferral / active EE | $12,935 | $8,310+55.6% | $7,997+61.7% | $6,507+98.8% |
| Admin fee / account holder | $111 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |