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 | $66,576 | $177,572-62.5% | $154,803-57.0% | $142,382-53.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.81% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $10,805 | $4,810+124.6% | $4,305+151.0% | $4,299+151.3% |
| Participant deferral / active EE | $6,488 | $6,272+3.5% | $5,540+17.1% | $6,507-0.3% |
| Admin fee / account holder | $232 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |