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 | $201,272-56.1% | $184,203-52.1% | $145,922-39.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.39% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,453 | $7,022-50.8% | $6,427-46.3% | $4,660-25.9% |
| Participant deferral / active EE | $21,250 | $9,806+116.7% | $9,131+132.7% | $6,688+217.7% |
| Admin fee / account holder | $172 | $16,364-99.0% | $13,901-98.8% | $13,397-98.7% |