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 | $102,259 | $133,922-23.6% | $116,228-12.0% | $142,382-28.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.47% | 147.76%-127.3pp | 90.06%-69.6pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,478 | $3,446+0.9% | $2,994+16.1% | $4,299-19.1% |
| Participant deferral / active EE | $18,420 | $5,672+224.7% | $4,953+271.9% | $6,507+183.1% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |