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 | $71,287 | $148,534-52.0% | $135,903-47.5% | $139,434-48.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.78% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.2pp |
| Employer contribution / active EE | $13,375 | $5,243+155.1% | $4,856+175.4% | $4,751+181.5% |
| Participant deferral / active EE | $44,500 | $8,100+449.4% | $7,758+473.6% | $6,710+563.2% |
| Admin fee / account holder | $16 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |