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 | $133,045 | $201,259-33.9% | $184,200-27.8% | $145,959-8.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 206.36% | 28.98%+177.4pp | 28.80%+177.6pp | 561.95%-355.6pp |
| Employer contribution / active EE | $4,940 | $7,018-29.6% | $6,424-23.1% | $4,661+6.0% |
| Participant deferral / active EE | $6,431 | $9,806-34.4% | $9,132-29.6% | $6,689-3.9% |
| Admin fee / account holder | $290 | $16,372-98.2% | $13,907-97.9% | $13,398-97.8% |