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 9-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 | $156,375 | $169,161-7.6% | $129,295+20.9% | $145,959+7.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.08% | 14348.07%-14340.0pp | 9429.28%-9421.2pp | 561.95%-553.9pp |
| Employer contribution / active EE | $17,439 | $5,543+214.6% | $4,157+319.5% | $4,661+274.2% |
| Participant deferral / active EE | $10,167 | $4,989+103.8% | $4,169+143.9% | $6,689+52.0% |
| Admin fee / account holder | $13 | $9,878-99.9% | $7,665-99.8% | $13,398-99.9% |