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 6-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 | $176,948 | $217,402-18.6% | $185,823-4.8% | $167,490+5.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.21% | 148.36%-130.2pp | 122.05%-103.8pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,319 | $5,873-60.5% | $5,167-55.1% | $4,837-52.1% |
| Participant deferral / active EE | $6,770 | $6,356+6.5% | $5,568+21.6% | $6,341+6.8% |
| Admin fee / account holder | $280 | $19,811-98.6% | $16,237-98.3% | $12,309-97.7% |