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 8-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 | $103,661 | $110,257-6.0% | $96,544+7.4% | $139,434-25.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.30% | 26.32%-9.0pp | 25.84%-8.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $9,268 | $3,620+156.1% | $2,965+212.6% | $4,751+95.1% |
| Participant deferral / active EE | $10,637 | $5,548+91.7% | $4,851+119.3% | $6,710+58.5% |
| Admin fee / account holder | $20 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |