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 | $140,884 | $106,584+32.2% | $101,326+39.0% | $142,382-1.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.25% | 36.93%-11.7pp | 36.82%-11.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $6,664 | $3,956+68.4% | $3,665+81.8% | $4,299+55.0% |
| Participant deferral / active EE | $20,295 | $8,297+144.6% | $7,994+153.9% | $6,507+211.9% |
| Admin fee / account holder | $278 | $11,446-97.6% | $11,185-97.5% | $12,624-97.8% |