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 | $112,197 | $165,984-32.4% | $164,813-31.9% | $145,922-23.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.67% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,693 | $5,273-11.0% | $4,341+8.1% | $4,660+0.7% |
| Participant deferral / active EE | $18,448 | $6,959+165.1% | $6,031+205.9% | $6,688+175.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |