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 | $83,649 | $179,726-53.5% | $156,263-46.5% | $142,382-41.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.72% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $9,747 | $5,069+92.3% | $4,333+124.9% | $4,299+126.7% |
| Participant deferral / active EE | $18,845 | $6,956+170.9% | $6,158+206.0% | $6,507+189.6% |
| Admin fee / account holder | $224 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |