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 | $222,612 | $72,071+208.9% | $68,368+225.6% | $137,256+62.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.47% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,775 | $2,788-0.5% | $2,649+4.8% | $4,156-33.2% |
| Participant deferral / active EE | $15,900 | $4,410+260.5% | $4,123+285.7% | $6,407+148.2% |
| Admin fee / account holder | $60 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |