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 | $110,717 | $106,515+3.9% | $96,683+14.5% | $139,434-20.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.65% | 38.43%-24.8pp | 35.69%-22.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $13,348 | $4,103+225.3% | $3,737+257.2% | $4,751+181.0% |
| Participant deferral / active EE | $10,080 | $5,454+84.8% | $4,878+106.6% | $6,710+50.2% |
| Admin fee / account holder | $4 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |