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 | $84,955 | $127,065-33.1% | $113,168-24.9% | $142,382-40.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.55% | 24.03%-3.5pp | 24.27%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $7,223 | $3,442+109.8% | $2,975+142.8% | $4,299+68.0% |
| Participant deferral / active EE | $10,837 | $5,716+89.6% | $5,107+112.2% | $6,507+66.5% |
| Admin fee / account holder | $86 | $15,736-99.5% | $12,068-99.3% | $12,624-99.3% |