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 | $84,357 | $209,336-59.7% | $197,124-57.2% | $137,256-38.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 58.52% | 48.09%+10.4pp | 44.34%+14.2pp | 220.34%-161.8pp |
| Employer contribution / active EE | $36,776 | $6,591+458.0% | $6,227+490.6% | $4,156+784.9% |
| Participant deferral / active EE | $13,837 | $9,614+43.9% | $9,135+51.5% | $6,407+116.0% |
| Admin fee / account holder | $155 | $17,308-99.1% | $16,298-99.0% | $12,270-98.7% |