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 | $86,544 | $117,983-26.6% | $101,794-15.0% | $142,382-39.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.70% | 36.92%-15.2pp | 30.53%-8.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $5,256 | $2,773+89.6% | $2,289+129.6% | $4,299+22.3% |
| Participant deferral / active EE | $9,607 | $4,714+103.8% | $4,084+135.2% | $6,507+47.6% |
| Admin fee / account holder | $18 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |