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 | $118,167 | $176,056-32.9% | $159,436-25.9% | $167,490-29.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.81% | 331.75%-314.9pp | 263.57%-246.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $8,939 | $5,297+68.8% | $4,829+85.1% | $4,837+84.8% |
| Participant deferral / active EE | $10,154 | $7,750+31.0% | $7,352+38.1% | $6,341+60.1% |
| Admin fee / account holder | $8 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |