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 | $103,087 | $132,634-22.3% | $115,768-11.0% | $137,256-24.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.86% | 160.70%-139.8pp | 100.46%-79.6pp | 220.34%-199.5pp |
| Employer contribution / active EE | $7,712 | $3,360+129.6% | $2,940+162.3% | $4,156+85.6% |
| Participant deferral / active EE | $14,428 | $5,619+156.8% | $4,917+193.5% | $6,407+125.2% |
| Admin fee / account holder | $23 | $15,028-99.8% | $12,439-99.8% | $12,270-99.8% |