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 | $50,818 | $124,425-59.2% | $112,040-54.6% | $137,256-63.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.18% | 24.72%-3.5pp | 24.52%-3.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,960 | $3,411+16.1% | $2,954+34.1% | $4,156-4.7% |
| Participant deferral / active EE | $8,433 | $5,718+47.5% | $5,098+65.4% | $6,407+31.6% |
| Admin fee / account holder | $93 | $15,207-99.4% | $12,098-99.2% | $12,270-99.2% |