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 | $111,742 | $177,572-37.1% | $154,803-27.8% | $142,382-21.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.79% | 65.07%-43.3pp | 58.88%-37.1pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,046 | $4,810+4.9% | $4,305+17.2% | $4,299+17.4% |
| Participant deferral / active EE | $10,922 | $6,272+74.2% | $5,540+97.1% | $6,507+67.8% |
| Admin fee / account holder | $116 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |