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 | $131,230 | $87,166+50.6% | $76,735+71.0% | $137,256-4.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.07% | 26.50%-11.4pp | 29.77%-14.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,892 | $2,904-34.9% | $2,454-22.9% | $4,156-54.5% |
| Participant deferral / active EE | $14,496 | $4,726+206.7% | $4,088+254.6% | $6,407+126.3% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |