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 | $198,725 | $163,101+21.8% | $136,749+45.3% | $142,382+39.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.17% | 27.54%-11.4pp | 24.33%-8.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $15,550 | $4,117+277.7% | $3,400+357.4% | $4,299+261.7% |
| Participant deferral / active EE | $32,875 | $5,585+488.6% | $4,692+600.7% | $6,507+405.2% |
| Admin fee / account holder | $197 | $14,318-98.6% | $11,386-98.3% | $12,624-98.4% |