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 | $125,521 | $201,272-37.6% | $184,203-31.9% | $145,922-14.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.60% | 29.00%-4.4pp | 28.81%-4.2pp | 561.29%-536.7pp |
| Employer contribution / active EE | $2,185 | $7,022-68.9% | $6,427-66.0% | $4,660-53.1% |
| Participant deferral / active EE | $18,431 | $9,806+88.0% | $9,131+101.8% | $6,688+175.6% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |