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 | $81,598 | $169,032-51.7% | $129,207-36.8% | $145,922-44.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.15% | 14330.11%-14317.0pp | 9417.33%-9404.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,851 | $5,537-48.5% | $4,153-31.4% | $4,660-38.8% |
| Participant deferral / active EE | $9,330 | $4,987+87.1% | $4,168+123.9% | $6,688+39.5% |
| Admin fee / account holder | $185 | $9,954-98.1% | $7,715-97.6% | $13,397-98.6% |