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 | $116,564 | $126,574-7.9% | $106,213+9.7% | $145,922-20.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.29% | 224.79%-213.5pp | 116.14%-104.8pp | 561.29%-550.0pp |
| Employer contribution / active EE | $4,168 | $3,730+11.7% | $3,171+31.4% | $4,660-10.6% |
| Participant deferral / active EE | $5,419 | $5,724-5.3% | $5,016+8.0% | $6,688-19.0% |
| Admin fee / account holder | $50 | $17,304-99.7% | $11,033-99.5% | $13,397-99.6% |