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 | $50,289 | $177,572-71.7% | $154,803-67.5% | $142,382-64.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.74% | 65.07%-39.3pp | 58.88%-33.1pp | 217.08%-191.3pp |
| Employer contribution / active EE | $3,566 | $4,810-25.9% | $4,305-17.2% | $4,299-17.0% |
| Participant deferral / active EE | $8,251 | $6,272+31.6% | $5,540+48.9% | $6,507+26.8% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |