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 4-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 | $188,329 | $112,729+67.1% | $98,716+90.8% | $137,256+37.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.56% | 38.48%-17.9pp | 31.81%-11.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,463 | $2,725+27.1% | $2,279+52.0% | $4,156-16.7% |
| Participant deferral / active EE | $18,595 | $4,640+300.7% | $4,048+359.4% | $6,407+190.2% |
| Admin fee / account holder | $193 | $10,129-98.1% | $8,703-97.8% | $12,270-98.4% |