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 | $205,288 | $154,228+33.1% | $145,433+41.2% | $137,256+49.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.05% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $6,500 | $4,804+35.3% | $4,554+42.7% | $4,156+56.4% |
| Participant deferral / active EE | $6,500 | $8,216-20.9% | $7,897-17.7% | $6,407+1.5% |
| Admin fee / account holder | $217 | $14,344-98.5% | $13,129-98.4% | $12,270-98.2% |