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 | $87,200 | $185,822-53.1% | $169,993-48.7% | $139,434-37.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.94% | 60.50%-32.6pp | 53.37%-25.4pp | 372.94%-345.0pp |
| Employer contribution / active EE | $18,679 | $7,590+146.1% | $6,785+175.3% | $4,751+293.2% |
| Participant deferral / active EE | $22,127 | $11,622+90.4% | $10,408+112.6% | $6,710+229.7% |
| Admin fee / account holder | $13 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |