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 6-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 | $88,763 | $209,336-57.6% | $197,124-55.0% | $137,256-35.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.50% | 48.09%-24.6pp | 44.34%-20.8pp | 220.34%-196.8pp |
| Employer contribution / active EE | $10,987 | $6,591+66.7% | $6,227+76.4% | $4,156+164.4% |
| Participant deferral / active EE | $18,312 | $9,614+90.5% | $9,135+100.5% | $6,407+185.8% |
| Admin fee / account holder | $114 | $17,308-99.3% | $16,298-99.3% | $12,270-99.1% |