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 | $214,378-60.8% | $200,582-58.1% | $142,382-40.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.82% | 46.41%-19.6pp | 42.33%-15.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $16,476 | $6,841+140.8% | $6,419+156.7% | $4,299+283.2% |
| Participant deferral / active EE | $11,100 | $9,865+12.5% | $9,331+19.0% | $6,507+70.6% |
| Admin fee / account holder | $295 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |