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 7-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 | $145,495 | $163,101-10.8% | $136,749+6.4% | $142,382+2.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.27% | 27.54%-4.3pp | 24.33%-1.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $18,400 | $4,117+347.0% | $3,400+441.2% | $4,299+328.0% |
| Participant deferral / active EE | $23,000 | $5,585+311.8% | $4,692+390.2% | $6,507+253.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |