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 | $101,933 | $117,983-13.6% | $101,794+0.1% | $142,382-28.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.90% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,651 | $2,773+103.8% | $2,289+146.9% | $4,299+31.4% |
| Participant deferral / active EE | $20,022 | $4,714+324.8% | $4,084+390.2% | $6,507+207.7% |
| Admin fee / account holder | $205 | $10,433-98.0% | $8,777-97.7% | $12,624-98.4% |