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 | $48,593 | $159,602-69.6% | $150,045-67.6% | $142,382-65.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.87% | 70.24%-43.4pp | 62.55%-35.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $6,411 | $4,961+29.2% | $4,693+36.6% | $4,299+49.1% |
| Participant deferral / active EE | $14,947 | $8,310+79.9% | $7,997+86.9% | $6,507+129.7% |
| Admin fee / account holder | $218 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |