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 | $37,763 | $159,934-76.4% | $147,005-74.3% | $145,959-74.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.74% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $5,292 | $5,287+0.1% | $4,934+7.3% | $4,661+13.5% |
| Participant deferral / active EE | $2,815 | $8,427-66.6% | $8,070-65.1% | $6,689-57.9% |
| Admin fee / account holder | $169 | $15,053-98.9% | $13,006-98.7% | $13,398-98.7% |