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 | $82,879 | $111,754-25.8% | $103,333-19.8% | $145,922-43.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 43.62% | 24.77%+18.8pp | 24.88%+18.7pp | 561.29%-517.7pp |
| Employer contribution / active EE | $16,279 | $4,212+286.5% | $3,868+320.9% | $4,660+249.4% |
| Participant deferral / active EE | $10,758 | $5,619+91.5% | $5,057+112.7% | $6,688+60.9% |
| Admin fee / account holder | $15 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |