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 5-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 | $111,671 | $154,228-27.6% | $145,433-23.2% | $137,256-18.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.58% | 74.59%-51.0pp | 66.58%-43.0pp | 220.34%-196.8pp |
| Employer contribution / active EE | $17,809 | $4,804+270.7% | $4,554+291.0% | $4,156+328.5% |
| Participant deferral / active EE | $15,348 | $8,216+86.8% | $7,897+94.3% | $6,407+139.6% |
| Admin fee / account holder | $110 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |