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 | $63,834 | $183,519-65.2% | $155,509-59.0% | $145,922-56.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.74% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $17,016 | $5,313+220.3% | $4,672+264.2% | $4,660+265.2% |
| Participant deferral / active EE | $7,666 | $6,462+18.6% | $5,626+36.2% | $6,688+14.6% |
| Admin fee / account holder | $10 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |