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 5-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 | $134,220 | $201,259-33.3% | $184,200-27.1% | $145,959-8.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.17% | 28.98%-9.8pp | 28.80%-9.6pp | 561.95%-542.8pp |
| Employer contribution / active EE | $20,821 | $7,018+196.7% | $6,424+224.1% | $4,661+346.7% |
| Participant deferral / active EE | $19,216 | $9,806+95.9% | $9,132+110.4% | $6,689+187.3% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |