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 | $63,051 | $95,266-33.8% | $82,389-23.5% | $142,382-55.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.90% | 25.74%-1.8pp | 28.67%-4.8pp | 217.08%-193.2pp |
| Employer contribution / active EE | $27,621 | $2,991+823.4% | $2,517+997.3% | $4,299+542.5% |
| Participant deferral / active EE | $15,000 | $4,809+211.9% | $4,155+261.0% | $6,507+130.5% |
| Admin fee / account holder | $216 | $8,563-97.5% | $7,231-97.0% | $12,624-98.3% |