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 | $245,750 | $210,648+16.7% | $177,989+38.1% | $145,922+68.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.74% | 385.86%-368.1pp | 294.48%-276.7pp | 561.29%-543.5pp |
| Employer contribution / active EE | $15,093 | $4,565+230.7% | $3,949+282.2% | $4,660+223.9% |
| Participant deferral / active EE | $25,440 | $6,958+265.6% | $6,276+305.3% | $6,688+280.4% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |