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 | $218,559 | $154,228+41.7% | $145,433+50.3% | $137,256+59.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.59% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $12,171 | $4,804+153.3% | $4,554+167.2% | $4,156+192.8% |
| Participant deferral / active EE | $10,194 | $8,216+24.1% | $7,897+29.1% | $6,407+59.1% |
| Admin fee / account holder | $251 | $14,344-98.2% | $13,129-98.1% | $12,270-98.0% |