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 | $163,319 | $104,974+55.6% | $95,585+70.9% | $142,382+14.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.30% | 210.33%-189.0pp | 38.56%-17.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,948 | $2,779+6.1% | $2,527+16.7% | $4,299-31.4% |
| Participant deferral / active EE | $12,841 | $4,352+195.1% | $4,023+219.2% | $6,507+97.3% |
| Admin fee / account holder | $170 | $6,386-97.3% | $6,127-97.2% | $12,624-98.7% |