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 | $122,241 | $179,726-32.0% | $156,263-21.8% | $142,382-14.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.06% | 77.86%-53.8pp | 59.47%-35.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $28,447 | $5,069+461.2% | $4,333+556.5% | $4,299+561.7% |
| Participant deferral / active EE | $18,653 | $6,956+168.2% | $6,158+202.9% | $6,507+186.7% |
| Admin fee / account holder | $215 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |