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 | $127,596 | $114,381+11.6% | $107,525+18.7% | $142,382-10.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.12% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,814 | $4,015+119.5% | $3,754+134.8% | $4,299+105.0% |
| Participant deferral / active EE | $10,827 | $5,564+94.6% | $5,116+111.6% | $6,507+66.4% |
| Admin fee / account holder | $285 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |