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 | $88,778 | $154,228-42.4% | $145,433-39.0% | $137,256-35.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 89.73% | 74.59%+15.1pp | 66.58%+23.2pp | 220.34%-130.6pp |
| Employer contribution / active EE | $9,686 | $4,804+101.6% | $4,554+112.7% | $4,156+133.0% |
| Participant deferral / active EE | $16,251 | $8,216+97.8% | $7,897+105.8% | $6,407+153.7% |
| Admin fee / account holder | $81 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |