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 | $154,253 | $124,281+24.1% | $109,143+41.3% | $167,490-7.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.55% | 26.04%-6.5pp | 25.75%-6.2pp | 478.56%-459.0pp |
| Employer contribution / active EE | $26,441 | $4,207+528.5% | $3,722+610.4% | $4,837+446.6% |
| Participant deferral / active EE | $15,612 | $5,255+197.1% | $4,653+235.5% | $6,341+146.2% |
| Admin fee / account holder | $15 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |