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 7-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 | $196,442 | $106,584+84.3% | $101,326+93.9% | $142,382+38.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.93% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,542 | $3,956+90.6% | $3,665+105.8% | $4,299+75.4% |
| Participant deferral / active EE | $18,841 | $8,297+127.1% | $7,994+135.7% | $6,507+189.5% |
| Admin fee / account holder | $219 | $11,446-98.1% | $11,185-98.0% | $12,624-98.3% |