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 | $93,588 | $95,266-1.8% | $82,389+13.6% | $142,382-34.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.28% | 25.74%-4.5pp | 28.67%-7.4pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,877 | $2,991-3.8% | $2,517+14.3% | $4,299-33.1% |
| Participant deferral / active EE | $12,319 | $4,809+156.2% | $4,155+196.5% | $6,507+89.3% |
| Admin fee / account holder | $5 | $8,563-99.9% | $7,231-99.9% | $12,624-100.0% |