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 | $88,049 | $209,336-57.9% | $197,124-55.3% | $137,256-35.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.16% | 48.09%-26.9pp | 44.34%-23.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,413 | $6,591-33.0% | $6,227-29.1% | $4,156+6.2% |
| Participant deferral / active EE | $18,070 | $9,614+87.9% | $9,135+97.8% | $6,407+182.0% |
| Admin fee / account holder | $292 | $17,308-98.3% | $16,298-98.2% | $12,270-97.6% |