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 | $98,997 | $201,272-50.8% | $184,203-46.3% | $145,922-32.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.32% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,058 | $7,022-70.7% | $6,427-68.0% | $4,660-55.8% |
| Participant deferral / active EE | $12,175 | $9,806+24.2% | $9,131+33.3% | $6,688+82.1% |
| Admin fee / account holder | $69 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |