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 | $93,507 | $95,266-1.8% | $82,389+13.5% | $142,382-34.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 25.06% | 25.74%-0.7pp | 28.67%-3.6pp | 217.08%-192.0pp |
| Employer contribution / active EE | $20,346 | $2,991+580.2% | $2,517+708.3% | $4,299+373.3% |
| Participant deferral / active EE | $17,969 | $4,809+273.7% | $4,155+332.5% | $6,507+176.1% |
| Admin fee / account holder | $229 | $8,563-97.3% | $7,231-96.8% | $12,624-98.2% |