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 4-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 | $126,875 | $201,259-37.0% | $184,200-31.1% | $145,959-13.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.86% | 28.98%-10.1pp | 28.80%-9.9pp | 561.95%-543.1pp |
| Employer contribution / active EE | $11,500 | $7,018+63.9% | $6,424+79.0% | $4,661+146.7% |
| Participant deferral / active EE | $12,675 | $9,806+29.3% | $9,132+38.8% | $6,689+89.5% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |