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 | $50,023 | $159,901-68.7% | $146,958-66.0% | $145,922-65.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.76% | 98.13%-79.4pp | 418.34%-399.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $5,113 | $5,286-3.3% | $4,933+3.7% | $4,660+9.7% |
| Participant deferral / active EE | $9,887 | $8,428+17.3% | $8,070+22.5% | $6,688+47.8% |
| Admin fee / account holder | $199 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |