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 4-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 | $159,583 | $127,386+25.3% | $115,037+38.7% | $125,391+27.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.61% | 31.28%-29.7pp | 26.14%-24.5pp | 282.22%-280.6pp |
| Employer contribution / active EE | $3,278 | $5,166-36.5% | $4,608-28.9% | $4,866-32.6% |
| Participant deferral / active EE | $13,563 | $6,423+111.2% | $6,026+125.0% | $5,352+153.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |