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 | $167,565 | $176,056-4.8% | $159,436+5.1% | $167,4900% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.12% | 331.75%-304.6pp | 263.57%-236.4pp | 478.56%-451.4pp |
| Employer contribution / active EE | $2,947 | $5,297-44.4% | $4,829-39.0% | $4,837-39.1% |
| Participant deferral / active EE | $12,458 | $7,750+60.7% | $7,352+69.4% | $6,341+96.5% |
| Admin fee / account holder | $11 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |