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 | $78,548 | $154,117-49.0% | $129,995-39.6% | $139,434-43.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.33% | 32.48%-17.1pp | -137.18%+152.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $4,762 | $5,289-10.0% | $4,320+10.2% | $4,751+0.2% |
| Participant deferral / active EE | $5,625 | $6,710-16.2% | $5,820-3.4% | $6,710-16.2% |
| Admin fee / account holder | $250 | $14,007-98.2% | $10,614-97.6% | $11,403-97.8% |