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 | $81,511 | $159,602-48.9% | $150,045-45.7% | $142,382-42.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.10% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,400 | $4,961+29.0% | $4,693+36.4% | $4,299+48.9% |
| Participant deferral / active EE | $6,400 | $8,310-23.0% | $7,997-20.0% | $6,507-1.6% |
| Admin fee / account holder | $163 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |