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 10-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 | $156,393 | $202,318-22.7% | $172,739-9.5% | $152,861+2.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.88% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.4pp |
| Employer contribution / active EE | $12,375 | $5,856+111.3% | $5,143+140.6% | $4,762+159.9% |
| Participant deferral / active EE | $17,250 | $5,948+190.0% | $5,198+231.9% | $5,850+194.9% |
| Admin fee / account holder | $4 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |