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 6-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 | $106,042 | $107,452-1.3% | $91,541+15.8% | $142,382-25.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.92% | 22.06%-2.1pp | 20.50%-0.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $14,503 | $2,994+384.4% | $2,505+479.1% | $4,299+237.3% |
| Participant deferral / active EE | $12,590 | $4,754+164.8% | $4,008+214.1% | $6,507+93.5% |
| Admin fee / account holder | $97 | $8,834-98.9% | $6,956-98.6% | $12,624-99.2% |