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 | $94,532 | $179,726-47.4% | $156,263-39.5% | $142,382-33.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.26% | 77.86%-56.6pp | 59.47%-38.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $35,816 | $5,069+606.5% | $4,333+726.6% | $4,299+733.1% |
| Participant deferral / active EE | $3,000 | $6,956-56.9% | $6,158-51.3% | $6,507-53.9% |
| Admin fee / account holder | $210 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |