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 8-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 | $131,751 | $209,411-37.1% | $178,490-26.2% | $158,922-17.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.38% | 188.75%-170.4pp | 151.07%-132.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $15,999 | $5,706+180.4% | $5,011+219.3% | $4,761+236.0% |
| Participant deferral / active EE | $7,717 | $5,954+29.6% | $5,202+48.4% | $5,982+29.0% |
| Admin fee / account holder | $186 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |