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 | $66,444 | $178,174-62.7% | $156,181-57.5% | $137,256-51.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.26% | 84.19%-64.9pp | 64.87%-45.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $5,732 | $4,972+15.3% | $4,294+33.5% | $4,156+37.9% |
| Participant deferral / active EE | $13,835 | $6,888+100.9% | $6,132+125.6% | $6,407+115.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |