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 | $127,824 | $159,602-19.9% | $150,045-14.8% | $142,382-10.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 34.16% | 70.24%-36.1pp | 62.55%-28.4pp | 217.08%-182.9pp |
| Employer contribution / active EE | $25,235 | $4,961+408.7% | $4,693+437.7% | $4,299+487.0% |
| Participant deferral / active EE | $22,294 | $8,310+168.3% | $7,997+178.8% | $6,507+242.6% |
| Admin fee / account holder | $113 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |