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 | $77,537 | $183,519-57.8% | $155,509-50.1% | $145,922-46.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.76% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $7,874 | $5,313+48.2% | $4,672+68.5% | $4,660+69.0% |
| Participant deferral / active EE | $13,992 | $6,462+116.5% | $5,626+148.7% | $6,688+109.2% |
| Admin fee / account holder | $118 | $19,313-99.4% | $15,912-99.3% | $13,397-99.1% |