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 | $112,892 | $172,478-34.5% | $145,661-22.5% | $142,382-20.7% |
| Participation rate | 94.4% | 80.1%+14.3pp | 77.2%+17.2pp | 80.1%+14.3pp |
| Annual return | 19.80% | 151.09%-131.3pp | 101.46%-81.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $15,093 | $4,899+208.1% | $4,238+256.2% | $4,299+251.1% |
| Participant deferral / active EE | $20,288 | $8,348+143.0% | $7,198+181.8% | $6,507+211.8% |
| Admin fee / account holder | $116 | $16,864-99.3% | $12,466-99.1% | $12,624-99.1% |