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 | $154,228-35.3% | $145,433-31.4% | $137,256-27.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.13% | 74.59%-57.5pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $21,644 | $4,804+350.5% | $4,554+375.2% | $4,156+420.8% |
| Participant deferral / active EE | $16,967 | $8,216+106.5% | $7,897+114.8% | $6,407+164.8% |
| Admin fee / account holder | $208 | $14,344-98.6% | $13,129-98.4% | $12,270-98.3% |