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 | $65,642 | $201,259-67.4% | $184,200-64.4% | $145,959-55.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.40% | 28.98%-4.6pp | 28.80%-4.4pp | 561.95%-537.6pp |
| Employer contribution / active EE | $5,662 | $7,018-19.3% | $6,424-11.9% | $4,661+21.5% |
| Participant deferral / active EE | $16,813 | $9,806+71.4% | $9,132+84.1% | $6,689+151.4% |
| Admin fee / account holder | $290 | $16,372-98.2% | $13,907-97.9% | $13,398-97.8% |