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 | $123,426 | $209,336-41.0% | $197,124-37.4% | $137,256-10.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 30.06% | 48.09%-18.0pp | 44.34%-14.3pp | 220.34%-190.3pp |
| Employer contribution / active EE | $11,965 | $6,591+81.5% | $6,227+92.1% | $4,156+187.9% |
| Participant deferral / active EE | $21,143 | $9,614+119.9% | $9,135+131.5% | $6,407+230.0% |
| Admin fee / account holder | $23 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |