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 6-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 | $141,306 | $209,832-32.7% | $189,513-25.4% | $167,490-15.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.90% | 748.27%-721.4pp | 555.15%-528.3pp | 478.56%-451.7pp |
| Employer contribution / active EE | $14,352 | $6,914+107.6% | $6,162+132.9% | $4,837+196.7% |
| Participant deferral / active EE | $6,700 | $8,935-25.0% | $8,221-18.5% | $6,341+5.7% |
| Admin fee / account holder | $243 | $14,293-98.3% | $12,045-98.0% | $12,309-98.0% |