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 10-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 | $232,264 | $183,963+26.3% | $162,163+43.2% | $152,861+51.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.17% | 150.76%-134.6pp | 115.59%-99.4pp | 345.32%-329.1pp |
| Employer contribution / active EE | $23,255 | $6,371+265.0% | $5,614+314.3% | $4,762+388.3% |
| Participant deferral / active EE | $4,838 | $8,034-39.8% | $7,298-33.7% | $5,850-17.3% |
| Admin fee / account holder | $81 | $13,121-99.4% | $10,843-99.3% | $11,596-99.3% |