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 7-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 | $116,464 | $104,974+10.9% | $95,585+21.8% | $142,382-18.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.38% | 210.33%-190.0pp | 38.56%-18.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $17,751 | $2,779+538.9% | $2,527+602.6% | $4,299+312.9% |
| Participant deferral / active EE | $11,449 | $4,352+163.1% | $4,023+184.6% | $6,507+75.9% |
| Admin fee / account holder | $173 | $6,386-97.3% | $6,127-97.2% | $12,624-98.6% |