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 | $214,378-51.1% | $200,582-47.7% | $142,382-26.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.78% | 46.41%-29.6pp | 42.33%-25.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,927 | $6,841-57.2% | $6,419-54.4% | $4,299-31.9% |
| Participant deferral / active EE | $15,667 | $9,865+58.8% | $9,331+67.9% | $6,507+140.8% |
| Admin fee / account holder | $145 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |