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 | $157,819 | $183,963-14.2% | $162,163-2.7% | $152,861+3.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.07% | 150.76%-137.7pp | 115.59%-102.5pp | 345.32%-332.3pp |
| Employer contribution / active EE | $22,721 | $6,371+256.6% | $5,614+304.7% | $4,762+377.1% |
| Participant deferral / active EE | $16,787 | $8,034+109.0% | $7,298+130.0% | $5,850+186.9% |
| Admin fee / account holder | $31 | $13,121-99.8% | $10,843-99.7% | $11,596-99.7% |