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 | $101,632 | $179,726-43.5% | $156,263-35.0% | $142,382-28.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.59% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $18,939 | $5,069+273.6% | $4,333+337.1% | $4,299+340.5% |
| Participant deferral / active EE | $22,650 | $6,956+225.6% | $6,158+267.8% | $6,507+248.1% |
| Admin fee / account holder | $296 | $17,272-98.3% | $14,255-97.9% | $12,624-97.7% |