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 | $63,842 | $209,336-69.5% | $197,124-67.6% | $137,256-53.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.43% | 48.09%-22.7pp | 44.34%-18.9pp | 220.34%-194.9pp |
| Employer contribution / active EE | $10,189 | $6,591+54.6% | $6,227+63.6% | $4,156+145.2% |
| Participant deferral / active EE | $11,897 | $9,614+23.7% | $9,135+30.2% | $6,407+85.7% |
| Admin fee / account holder | $55 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |