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 | $50,401 | $175,202-71.2% | $149,673-66.3% | $139,434-63.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.43% | 166.71%-139.3pp | 134.42%-107.0pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,336 | $5,474-75.6% | $4,818-72.3% | $4,751-71.9% |
| Participant deferral / active EE | $15,260 | $6,519+134.1% | $5,680+168.7% | $6,710+127.4% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |