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 | $169,545 | $210,648-19.5% | $177,989-4.7% | $145,922+16.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.72% | 385.86%-375.1pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,520 | $4,565-44.8% | $3,949-36.2% | $4,660-45.9% |
| Participant deferral / active EE | $30,000 | $6,958+331.2% | $6,276+378.0% | $6,688+348.6% |
| Admin fee / account holder | $206 | $12,013-98.3% | $10,363-98.0% | $13,397-98.5% |