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 | $138,693 | $100,970+37.4% | $96,576+43.6% | $137,256+1.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.28% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $8,640 | $3,809+126.8% | $3,553+143.2% | $4,156+107.9% |
| Participant deferral / active EE | $11,760 | $8,286+41.9% | $7,956+47.8% | $6,407+83.6% |
| Admin fee / account holder | $284 | $11,312-97.5% | $11,381-97.5% | $12,270-97.7% |