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 | $102,421 | $185,822-44.9% | $169,993-39.7% | $139,434-26.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.47% | 60.50%-34.0pp | 53.37%-26.9pp | 372.94%-346.5pp |
| Employer contribution / active EE | $11,402 | $7,590+50.2% | $6,785+68.0% | $4,751+140.0% |
| Participant deferral / active EE | $20,150 | $11,622+73.4% | $10,408+93.6% | $6,710+200.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |