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 | $89,261 | $183,519-51.4% | $155,509-42.6% | $145,922-38.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.22% | 61.17%-50.9pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $10,167 | $5,313+91.4% | $4,672+117.6% | $4,660+118.2% |
| Participant deferral / active EE | $6,002 | $6,462-7.1% | $5,626+6.7% | $6,688-10.2% |
| Admin fee / account holder | $19 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |