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 | $177,446 | $100,970+75.7% | $96,576+83.7% | $137,256+29.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.47% | 38.16%-19.7pp | 38.47%-20.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $6,577 | $3,809+72.7% | $3,553+85.1% | $4,156+58.2% |
| Participant deferral / active EE | $14,538 | $8,286+75.4% | $7,956+82.7% | $6,407+126.9% |
| Admin fee / account holder | $201 | $11,312-98.2% | $11,381-98.2% | $12,270-98.4% |