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 9-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 | $147,391 | $209,411-29.6% | $178,490-17.4% | $158,922-7.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.74% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $6,275 | $5,706+10.0% | $5,011+25.2% | $4,761+31.8% |
| Participant deferral / active EE | $7,367 | $5,954+23.7% | $5,202+41.6% | $5,982+23.1% |
| Admin fee / account holder | $50 | $17,074-99.7% | $13,984-99.6% | $11,246-99.6% |