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 | $137,532 | $102,245+34.5% | $89,340+53.9% | $137,256+0.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.30% | 21.89%-5.6pp | 20.57%-4.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $11,944 | $2,529+372.2% | $2,231+435.3% | $4,156+187.4% |
| Participant deferral / active EE | $31,662 | $4,436+613.7% | $3,823+728.2% | $6,407+394.2% |
| Admin fee / account holder | $277 | $8,085-96.6% | $6,704-95.9% | $12,270-97.7% |