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 7-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 | $138,246 | $140,940-1.9% | $112,229+23.2% | $139,434-0.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.57% | 32.71%-13.1pp | 30.20%-10.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $14,957 | $4,283+249.2% | $3,430+336.0% | $4,751+214.8% |
| Participant deferral / active EE | $14,321 | $5,874+143.8% | $4,798+198.5% | $6,710+113.4% |
| Admin fee / account holder | $60 | $9,954-99.4% | $7,748-99.2% | $11,403-99.5% |