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 | $136,733 | $159,602-14.3% | $150,045-8.9% | $142,382-4.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.32% | 70.24%-45.9pp | 62.55%-38.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $9,374 | $4,961+89.0% | $4,693+99.7% | $4,299+118.0% |
| Participant deferral / active EE | $21,079 | $8,310+153.6% | $7,997+163.6% | $6,507+223.9% |
| Admin fee / account holder | $7 | $14,846-100.0% | $13,435-99.9% | $12,624-99.9% |