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 | $117,995 | $201,259-41.4% | $184,200-35.9% | $145,959-19.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.57% | 28.98%-0.4pp | 28.80%-0.2pp | 561.95%-533.4pp |
| Employer contribution / active EE | $5,290 | $7,018-24.6% | $6,424-17.7% | $4,661+13.5% |
| Participant deferral / active EE | $17,662 | $9,806+80.1% | $9,132+93.4% | $6,689+164.1% |
| Admin fee / account holder | $56 | $16,372-99.7% | $13,907-99.6% | $13,398-99.6% |