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 | $87,391 | $154,228-43.3% | $145,433-39.9% | $137,256-36.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.83% | 74.59%-52.8pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $9,041 | $4,804+88.2% | $4,554+98.5% | $4,156+117.5% |
| Participant deferral / active EE | $14,744 | $8,216+79.4% | $7,897+86.7% | $6,407+130.1% |
| Admin fee / account holder | $282 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |