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 | $136,402 | $177,572-23.2% | $154,803-11.9% | $142,382-4.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.51% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $19,320 | $4,810+301.6% | $4,305+348.7% | $4,299+349.4% |
| Participant deferral / active EE | $8,713 | $6,272+38.9% | $5,540+57.3% | $6,507+33.9% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |