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 | $143,802 | $214,378-32.9% | $200,582-28.3% | $142,382+1.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.37% | 46.41%-24.0pp | 42.33%-20.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $23,767 | $6,841+247.4% | $6,419+270.3% | $4,299+452.8% |
| Participant deferral / active EE | $15,818 | $9,865+60.4% | $9,331+69.5% | $6,507+143.1% |
| Admin fee / account holder | $16 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |