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 | $108,960 | $165,912-34.3% | $122,332-10.9% | $147,584-26.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.99% | 34.55%-19.6pp | 30.27%-15.3pp | 578.55%-563.6pp |
| Employer contribution / active EE | $15,382 | $5,754+167.3% | $4,050+279.8% | $4,876+215.4% |
| Participant deferral / active EE | $12,590 | $4,005+214.3% | $3,287+283.0% | $5,439+131.5% |
| Admin fee / account holder | $10 | $7,424-99.9% | $5,478-99.8% | $10,885-99.9% |