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 6-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 | $104,660 | $163,101-35.8% | $136,749-23.5% | $142,382-26.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.72% | 27.54%-9.8pp | 24.33%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,805 | $4,117+41.0% | $3,400+70.7% | $4,299+35.0% |
| Participant deferral / active EE | $11,585 | $5,585+107.4% | $4,692+146.9% | $6,507+78.0% |
| Admin fee / account holder | $200 | $14,318-98.6% | $11,386-98.2% | $12,624-98.4% |