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 | $90,871 | $201,272-54.9% | $184,203-50.7% | $145,922-37.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.49% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $15,014 | $7,022+113.8% | $6,427+133.6% | $4,660+222.2% |
| Participant deferral / active EE | $17,079 | $9,806+74.2% | $9,131+87.0% | $6,688+155.4% |
| Admin fee / account holder | $16 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |