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 | $121,070 | $183,519-34.0% | $155,509-22.1% | $145,922-17.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.80% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $23,174 | $5,313+336.2% | $4,672+396.0% | $4,660+397.3% |
| Participant deferral / active EE | $16,098 | $6,462+149.1% | $5,626+186.1% | $6,688+140.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |