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 | $83,781 | $148,534-43.6% | $135,903-38.4% | $139,434-39.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.55% | 79.19%-60.6pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,275 | $5,243-56.6% | $4,856-53.2% | $4,751-52.1% |
| Participant deferral / active EE | $16,499 | $8,100+103.7% | $7,758+112.7% | $6,710+145.9% |
| Admin fee / account holder | $28 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |