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 | $88,275 | $201,259-56.1% | $184,200-52.1% | $145,959-39.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.39% | 28.98%-17.6pp | 28.80%-17.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $3,453 | $7,018-50.8% | $6,424-46.3% | $4,661-25.9% |
| Participant deferral / active EE | $21,250 | $9,806+116.7% | $9,132+132.7% | $6,689+217.7% |
| Admin fee / account holder | $172 | $16,372-99.0% | $13,907-98.8% | $13,398-98.7% |