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 | $122,965 | $209,336-41.3% | $197,124-37.6% | $137,256-10.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.28% | 48.09%-28.8pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,560 | $6,591-30.8% | $6,227-26.8% | $4,156+9.7% |
| Participant deferral / active EE | $22,088 | $9,614+129.7% | $9,135+141.8% | $6,407+244.8% |
| Admin fee / account holder | $188 | $17,308-98.9% | $16,298-98.8% | $12,270-98.5% |