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 | $144,165 | $201,272-28.4% | $184,203-21.7% | $145,922-1.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.09% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $27,437 | $7,022+290.7% | $6,427+326.9% | $4,660+488.8% |
| Participant deferral / active EE | $20,679 | $9,806+110.9% | $9,131+126.5% | $6,688+209.2% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |