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 4-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 | $177,373 | $172,478+2.8% | $145,661+21.8% | $142,382+24.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 17.21% | 151.09%-133.9pp | 101.46%-84.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,800 | $4,899+59.2% | $4,238+84.1% | $4,299+81.4% |
| Participant deferral / active EE | $34,750 | $8,348+316.3% | $7,198+382.7% | $6,507+434.0% |
| Admin fee / account holder | $60 | $16,864-99.6% | $12,466-99.5% | $12,624-99.5% |