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 | $85,813 | $111,535-23.1% | $105,223-18.4% | $137,256-37.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.39% | 237.85%-213.5pp | 180.65%-156.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $9,178 | $3,939+133.0% | $3,689+148.8% | $4,156+120.8% |
| Participant deferral / active EE | $16,983 | $5,500+208.8% | $5,072+234.8% | $6,407+165.1% |
| Admin fee / account holder | $177 | $9,721-98.2% | $8,859-98.0% | $12,270-98.6% |