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 3-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 | $92,387 | $95,266-3.0% | $82,389+12.1% | $142,382-35.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.37% | 25.74%-3.4pp | 28.67%-6.3pp | 217.08%-194.7pp |
| Employer contribution / active EE | $5,836 | $2,991+95.1% | $2,517+131.9% | $4,299+35.8% |
| Participant deferral / active EE | $13,500 | $4,809+180.7% | $4,155+224.9% | $6,507+107.5% |
| Admin fee / account holder | $91 | $8,563-98.9% | $7,231-98.7% | $12,624-99.3% |