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 | $140,705 | $214,378-34.4% | $200,582-29.9% | $142,382-1.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.48% | 46.41%-28.9pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $24,333 | $6,841+255.7% | $6,419+279.1% | $4,299+466.0% |
| Participant deferral / active EE | $15,840 | $9,865+60.6% | $9,331+69.8% | $6,507+143.4% |
| Admin fee / account holder | $96 | $17,692-99.5% | $16,305-99.4% | $12,624-99.2% |