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 | $50,993 | $159,602-68.0% | $150,045-66.0% | $142,382-64.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.32% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $8,187 | $4,961+65.0% | $4,693+74.4% | $4,299+90.4% |
| Participant deferral / active EE | $6,110 | $8,310-26.5% | $7,997-23.6% | $6,507-6.1% |
| Admin fee / account holder | $18 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |