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 | $109,796 | $201,272-45.4% | $184,203-40.4% | $145,922-24.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.53% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $12,070 | $7,022+71.9% | $6,427+87.8% | $4,660+159.0% |
| Participant deferral / active EE | $8,685 | $9,806-11.4% | $9,131-4.9% | $6,688+29.9% |
| Admin fee / account holder | $57 | $16,364-99.7% | $13,901-99.6% | $13,397-99.6% |