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 10-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 | $102,778 | $127,386-19.3% | $115,037-10.7% | $125,391-18.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 378.14% | 31.28%+346.9pp | 26.14%+352.0pp | 282.22%+95.9pp |
| Employer contribution / active EE | $15,745 | $5,166+204.8% | $4,608+241.7% | $4,866+223.6% |
| Participant deferral / active EE | $9,930 | $6,423+54.6% | $6,026+64.8% | $5,352+85.6% |
| Admin fee / account holder | $106 | $9,516-98.9% | $8,175-98.7% | $9,540-98.9% |