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 | $71,441 | $133,922-46.7% | $116,228-38.5% | $142,382-49.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.28% | 147.76%-126.5pp | 90.06%-68.8pp | 217.08%-195.8pp |
| Employer contribution / active EE | $8,302 | $3,446+141.0% | $2,994+177.3% | $4,299+93.1% |
| Participant deferral / active EE | $6,596 | $5,672+16.3% | $4,953+33.2% | $6,507+1.4% |
| Admin fee / account holder | $244 | $14,945-98.4% | $11,989-98.0% | $12,624-98.1% |