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 | $92,183 | $117,983-21.9% | $101,794-9.4% | $142,382-35.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.77% | 36.92%-19.1pp | 30.53%-12.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,045 | $2,773+118.0% | $2,289+164.1% | $4,299+40.6% |
| Participant deferral / active EE | $13,600 | $4,714+188.5% | $4,084+233.0% | $6,507+109.0% |
| Admin fee / account holder | $19 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |