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 | $192,943 | $159,602+20.9% | $150,045+28.6% | $142,382+35.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.48% | 70.24%-42.8pp | 62.55%-35.1pp | 217.08%-189.6pp |
| Employer contribution / active EE | $24,639 | $4,961+396.7% | $4,693+425.0% | $4,299+473.1% |
| Participant deferral / active EE | $22,468 | $8,310+170.4% | $7,997+180.9% | $6,507+245.3% |
| Admin fee / account holder | $54 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |