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 | $77,643 | $209,336-62.9% | $197,124-60.6% | $137,256-43.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.49% | 48.09%-22.6pp | 44.34%-18.8pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,644 | $6,591-59.9% | $6,227-57.5% | $4,156-36.4% |
| Participant deferral / active EE | $18,793 | $9,614+95.5% | $9,135+105.7% | $6,407+193.3% |
| Admin fee / account holder | $138 | $17,308-99.2% | $16,298-99.2% | $12,270-98.9% |