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 | $94,548 | $159,602-40.8% | $150,045-37.0% | $142,382-33.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.30% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $15,969 | $4,961+221.9% | $4,693+240.3% | $4,299+271.4% |
| Participant deferral / active EE | $15,969 | $8,310+92.2% | $7,997+99.7% | $6,507+145.4% |
| Admin fee / account holder | $154 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |