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 | $99,741 | $159,602-37.5% | $150,045-33.5% | $142,382-29.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.13% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $21,644 | $4,961+336.3% | $4,693+361.2% | $4,299+403.5% |
| Participant deferral / active EE | $16,967 | $8,310+104.2% | $7,997+112.2% | $6,507+160.7% |
| Admin fee / account holder | $208 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |