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 6-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 | $138,281 | $201,272-31.3% | $184,203-24.9% | $145,922-5.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.56% | 29.00%-15.4pp | 28.81%-15.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $6,560 | $7,022-6.6% | $6,427+2.1% | $4,660+40.8% |
| Participant deferral / active EE | $17,916 | $9,806+82.7% | $9,131+96.2% | $6,688+167.9% |
| Admin fee / account holder | $222 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |