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 | $84,138 | $209,336-59.8% | $197,124-57.3% | $137,256-38.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 26.82% | 48.09%-21.3pp | 44.34%-17.5pp | 220.34%-193.5pp |
| Employer contribution / active EE | $16,476 | $6,591+150.0% | $6,227+164.6% | $4,156+296.4% |
| Participant deferral / active EE | $11,100 | $9,614+15.5% | $9,135+21.5% | $6,407+73.3% |
| Admin fee / account holder | $295 | $17,308-98.3% | $16,298-98.2% | $12,270-97.6% |