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 | $91,338 | $111,535-18.1% | $105,223-13.2% | $137,256-33.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.46% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $16,765 | $3,939+325.6% | $3,689+354.5% | $4,156+303.4% |
| Participant deferral / active EE | $10,875 | $5,500+97.7% | $5,072+114.4% | $6,407+69.7% |
| Admin fee / account holder | $120 | $9,721-98.8% | $8,859-98.6% | $12,270-99.0% |