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 4-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 | $242,348 | $106,584+127.4% | $101,326+139.2% | $142,382+70.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.92% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $25,107 | $3,956+534.7% | $3,665+585.0% | $4,299+484.0% |
| Participant deferral / active EE | $27,825 | $8,297+235.4% | $7,994+248.1% | $6,507+327.6% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |