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 | $112,131 | $172,111-34.8% | $150,298-25.4% | $137,256-18.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.86% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $14,684 | $4,636+216.7% | $4,154+253.5% | $4,156+253.3% |
| Participant deferral / active EE | $8,843 | $6,166+43.4% | $5,453+62.2% | $6,407+38.0% |
| Admin fee / account holder | $8 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |