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 | $114,381-25.0% | $107,525-20.2% | $142,382-39.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.39% | 242.71%-218.3pp | 181.32%-156.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $9,178 | $4,015+128.6% | $3,754+144.5% | $4,299+113.5% |
| Participant deferral / active EE | $16,983 | $5,564+205.2% | $5,116+232.0% | $6,507+161.0% |
| Admin fee / account holder | $177 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |