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 9-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 | $165,102 | $106,515+55.0% | $96,683+70.8% | $139,434+18.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.79% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $17,263 | $4,103+320.8% | $3,737+362.0% | $4,751+263.4% |
| Participant deferral / active EE | $9,495 | $5,454+74.1% | $4,878+94.6% | $6,710+41.5% |
| Admin fee / account holder | $19 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |