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 | $111,251 | $238,490-53.4% | $180,183-38.3% | $142,382-21.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 19.65% | 33.56%-13.9pp | 27.86%-8.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,837 | $6,143-5.0% | $5,039+15.8% | $4,299+35.8% |
| Participant deferral / active EE | $10,871 | $7,996+36.0% | $6,822+59.3% | $6,507+67.1% |
| Admin fee / account holder | $231 | $28,866-99.2% | $19,975-98.8% | $12,624-98.2% |