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 | $246,909 | $104,974+135.2% | $95,585+158.3% | $142,382+73.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.16% | 210.33%-191.2pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $38,040 | $2,779+1269.1% | $2,527+1405.6% | $4,299+784.8% |
| Participant deferral / active EE | $28,500 | $4,352+554.9% | $4,023+608.5% | $6,507+338.0% |
| Admin fee / account holder | $187 | $6,386-97.1% | $6,127-97.0% | $12,624-98.5% |