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 | $150,923 | $124,319+21.4% | $111,297+35.6% | $167,490-9.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.56% | 37.44%-26.9pp | 54.65%-44.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $17,401 | $3,435+406.5% | $2,731+537.2% | $4,837+259.7% |
| Participant deferral / active EE | $15,400 | $5,180+197.3% | $4,487+243.2% | $6,341+142.9% |
| Admin fee / account holder | $20 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |