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 | $154,173 | $227,553-32.2% | $189,557-18.7% | $167,490-8.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.15% | 78.40%-60.2pp | 64.17%-46.0pp | 478.56%-460.4pp |
| Employer contribution / active EE | $24,880 | $5,316+368.0% | $4,412+463.9% | $4,837+414.3% |
| Participant deferral / active EE | $10,947 | $7,002+56.3% | $6,174+77.3% | $6,341+72.6% |
| Admin fee / account holder | $20 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |