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 | $50,925 | $175,202-70.9% | $149,673-66.0% | $139,434-63.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.64% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $8,727 | $5,474+59.4% | $4,818+81.1% | $4,751+83.7% |
| Participant deferral / active EE | $6,811 | $6,519+4.5% | $5,680+19.9% | $6,710+1.5% |
| Admin fee / account holder | $266 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |