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 | $105,449 | $209,411-49.6% | $178,490-40.9% | $158,922-33.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 84.48% | 188.75%-104.3pp | 151.07%-66.6pp | 302.83%-218.3pp |
| Employer contribution / active EE | $17,762 | $5,706+211.3% | $5,011+254.5% | $4,761+273.1% |
| Participant deferral / active EE | $18,000 | $5,954+202.3% | $5,202+246.0% | $5,982+200.9% |
| Admin fee / account holder | $175 | $17,074-99.0% | $13,984-98.8% | $11,246-98.4% |