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 | $104,932 | $209,336-49.9% | $197,124-46.8% | $137,256-23.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.78% | 48.09%-31.3pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,927 | $6,591-55.6% | $6,227-53.0% | $4,156-29.6% |
| Participant deferral / active EE | $15,667 | $9,614+63.0% | $9,135+71.5% | $6,407+144.5% |
| Admin fee / account holder | $145 | $17,308-99.2% | $16,298-99.1% | $12,270-98.8% |