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 7-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 | $167,448 | $228,332-26.7% | $185,823-9.9% | $158,922+5.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.07% | 40.80%-29.7pp | 35.95%-24.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $15,060 | $4,967+203.2% | $4,087+268.4% | $4,761+216.3% |
| Participant deferral / active EE | $15,608 | $6,415+143.3% | $5,632+177.1% | $5,982+160.9% |
| Admin fee / account holder | $200 | $11,864-98.3% | $9,500-97.9% | $11,246-98.2% |