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 | $92,472 | $124,425-25.7% | $112,040-17.5% | $137,256-32.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.34% | 24.72%-5.4pp | 24.52%-5.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $7,441 | $3,411+118.1% | $2,954+151.9% | $4,156+79.0% |
| Participant deferral / active EE | $22,323 | $5,718+290.4% | $5,098+337.9% | $6,407+248.4% |
| Admin fee / account holder | $221 | $15,207-98.5% | $12,098-98.2% | $12,270-98.2% |