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 | $120,990 | $127,065-4.8% | $113,168+6.9% | $142,382-15.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 32.82% | 24.03%+8.8pp | 24.27%+8.6pp | 217.08%-184.3pp |
| Employer contribution / active EE | $9,675 | $3,442+181.1% | $2,975+225.2% | $4,299+125.0% |
| Participant deferral / active EE | $23,340 | $5,716+308.3% | $5,107+357.0% | $6,507+258.7% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |