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 | $79,081 | $100,773-21.5% | $88,946-11.1% | $142,382-44.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 29.96% | 70.18%-40.2pp | 57.82%-27.9pp | 217.08%-187.1pp |
| Employer contribution / active EE | $21,042 | $2,918+621.2% | $2,555+723.6% | $4,299+389.5% |
| Participant deferral / active EE | $19,111 | $5,230+265.4% | $4,581+317.1% | $6,507+193.7% |
| Admin fee / account holder | $127 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |