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 | $181,802 | $209,336-13.2% | $197,124-7.8% | $137,256+32.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.86% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $11,864 | $6,591+80.0% | $6,227+90.5% | $4,156+185.5% |
| Participant deferral / active EE | $11,433 | $9,614+18.9% | $9,135+25.2% | $6,407+78.5% |
| Admin fee / account holder | $216 | $17,308-98.7% | $16,298-98.7% | $12,270-98.2% |