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 5-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 | $178,893 | $183,519-2.5% | $155,509+15.0% | $145,922+22.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.03% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.3pp |
| Employer contribution / active EE | $13,571 | $5,313+155.4% | $4,672+190.4% | $4,660+191.2% |
| Participant deferral / active EE | $11,500 | $6,462+78.0% | $5,626+104.4% | $6,688+72.0% |
| Admin fee / account holder | $250 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |