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 | $62,734 | $183,519-65.8% | $155,509-59.7% | $145,922-57.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.18% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $14,959 | $5,313+181.6% | $4,672+220.2% | $4,660+221.0% |
| Participant deferral / active EE | $16,800 | $6,462+160.0% | $5,626+198.6% | $6,688+151.2% |
| Admin fee / account holder | $157 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |