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 6-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 | $105,238 | $154,228-31.8% | $145,433-27.6% | $137,256-23.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.21% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $10,752 | $4,804+123.8% | $4,554+136.1% | $4,156+158.7% |
| Participant deferral / active EE | $10,009 | $8,216+21.8% | $7,897+26.7% | $6,407+56.2% |
| Admin fee / account holder | $14 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |