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 | $103,350 | $172,111-40.0% | $150,298-31.2% | $137,256-24.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.32% | 69.37%-43.1pp | 62.79%-36.5pp | 220.34%-194.0pp |
| Employer contribution / active EE | $7,928 | $4,636+71.0% | $4,154+90.8% | $4,156+90.7% |
| Participant deferral / active EE | $16,393 | $6,166+165.9% | $5,453+200.6% | $6,407+155.9% |
| Admin fee / account holder | $102 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |