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 | $162,175 | $154,117+5.2% | $129,995+24.8% | $139,434+16.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.60% | 32.48%-12.9pp | -137.18%+156.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $14,250 | $5,289+169.4% | $4,320+229.9% | $4,751+200.0% |
| Participant deferral / active EE | $20,000 | $6,710+198.1% | $5,820+243.6% | $6,710+198.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |