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 | $110,928 | $159,602-30.5% | $150,045-26.1% | $142,382-22.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.12% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $9,443 | $4,961+90.4% | $4,693+101.2% | $4,299+119.6% |
| Participant deferral / active EE | $22,628 | $8,310+172.3% | $7,997+182.9% | $6,507+247.7% |
| Admin fee / account holder | $174 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |