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 | $159,479 | $183,963-13.3% | $162,163-1.7% | $152,861+4.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.15% | 150.76%-124.6pp | 115.59%-89.4pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,127 | $6,371-35.2% | $5,614-26.5% | $4,762-13.3% |
| Participant deferral / active EE | $23,079 | $8,034+187.3% | $7,298+216.2% | $5,850+294.5% |
| Admin fee / account holder | $14 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |