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 | $137,211 | $178,174-23.0% | $156,181-12.1% | $137,2560% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 23.36% | 84.19%-60.8pp | 64.87%-41.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $12,095 | $4,972+143.3% | $4,294+181.7% | $4,156+191.0% |
| Participant deferral / active EE | $8,871 | $6,888+28.8% | $6,132+44.7% | $6,407+38.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |