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 | $159,602-44.4% | $150,045-40.8% | $142,382-37.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 89.73% | 70.24%+19.5pp | 62.55%+27.2pp | 217.08%-127.3pp |
| Employer contribution / active EE | $9,686 | $4,961+95.2% | $4,693+106.4% | $4,299+125.3% |
| Participant deferral / active EE | $16,251 | $8,310+95.6% | $7,997+103.2% | $6,507+149.7% |
| Admin fee / account holder | $81 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |