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 10-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 | $147,221 | $209,411-29.7% | $178,490-17.5% | $158,922-7.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.01% | 188.75%-170.7pp | 151.07%-133.1pp | 302.83%-284.8pp |
| Employer contribution / active EE | $12,609 | $5,706+121.0% | $5,011+151.6% | $4,761+164.8% |
| Participant deferral / active EE | $40,496 | $5,954+580.1% | $5,202+678.5% | $5,982+577.0% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |