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 | $74,739 | $183,519-59.3% | $155,509-51.9% | $145,922-48.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.18% | 61.17%-40.0pp | 64.67%-43.5pp | 561.29%-540.1pp |
| Employer contribution / active EE | $13,052 | $5,313+145.7% | $4,672+179.3% | $4,660+180.1% |
| Participant deferral / active EE | $19,096 | $6,462+195.5% | $5,626+239.4% | $6,688+185.5% |
| Admin fee / account holder | $141 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |