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 8-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 | $147,231 | $176,056-16.4% | $159,436-7.7% | $167,490-12.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.36% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $18,035 | $5,297+240.5% | $4,829+273.4% | $4,837+272.8% |
| Participant deferral / active EE | $20,242 | $7,750+161.2% | $7,352+175.3% | $6,341+219.2% |
| Admin fee / account holder | $75 | $12,554-99.4% | $10,799-99.3% | $12,309-99.4% |