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 | $116,083 | $177,572-34.6% | $154,803-25.0% | $142,382-18.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.14% | 65.07%-41.9pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,817 | $4,810-20.7% | $4,305-11.3% | $4,299-11.2% |
| Participant deferral / active EE | $14,370 | $6,272+129.1% | $5,540+159.4% | $6,507+120.8% |
| Admin fee / account holder | $222 | $16,786-98.7% | $14,329-98.5% | $12,624-98.2% |