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 | $90,436 | $201,272-55.1% | $184,203-50.9% | $145,922-38.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.85% | 29.00%+1.9pp | 28.81%+2.0pp | 561.29%-530.4pp |
| Employer contribution / active EE | $13,727 | $7,022+95.5% | $6,427+113.6% | $4,660+194.6% |
| Participant deferral / active EE | $14,522 | $9,806+48.1% | $9,131+59.0% | $6,688+117.1% |
| Admin fee / account holder | $125 | $16,364-99.2% | $13,901-99.1% | $13,397-99.1% |