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 | $184,903 | $209,336-11.7% | $197,124-6.2% | $137,256+34.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.91% | 48.09%-27.2pp | 44.34%-23.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $28,717 | $6,591+335.7% | $6,227+361.1% | $4,156+591.0% |
| Participant deferral / active EE | $22,500 | $9,614+134.0% | $9,135+146.3% | $6,407+251.2% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |