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 | $105,316 | $154,228-31.7% | $145,433-27.6% | $137,256-23.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.35% | 74.59%-44.2pp | 66.58%-36.2pp | 220.34%-190.0pp |
| Employer contribution / active EE | $15,069 | $4,804+213.7% | $4,554+230.9% | $4,156+262.6% |
| Participant deferral / active EE | $11,798 | $8,216+43.6% | $7,897+49.4% | $6,407+84.1% |
| Admin fee / account holder | $260 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |