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 | $109,308 | $154,228-29.1% | $145,433-24.8% | $137,256-20.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.40% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,670 | $4,804-44.4% | $4,554-41.4% | $4,156-35.8% |
| Participant deferral / active EE | $17,248 | $8,216+109.9% | $7,897+118.4% | $6,407+169.2% |
| Admin fee / account holder | $212 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |