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 | $67,082 | $106,584-37.1% | $101,326-33.8% | $142,382-52.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 43.53% | 36.93%+6.6pp | 36.82%+6.7pp | 217.08%-173.5pp |
| Employer contribution / active EE | $11,951 | $3,956+202.1% | $3,665+226.0% | $4,299+178.0% |
| Participant deferral / active EE | $14,873 | $8,297+79.3% | $7,994+86.1% | $6,507+128.6% |
| Admin fee / account holder | $115 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |