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 3-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 | $69,846 | $154,117-54.7% | $129,995-46.3% | $139,434-49.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.96% | 32.48%-14.5pp | -137.18%+155.1pp | 372.94%-355.0pp |
| Employer contribution / active EE | $4,962 | $5,289-6.2% | $4,320+14.9% | $4,751+4.4% |
| Participant deferral / active EE | $17,877 | $6,710+166.4% | $5,820+207.2% | $6,710+166.4% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |