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 | $121,963 | $167,484-27.2% | $151,611-19.6% | $134,475-9.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 47.90% | 7.80%+40.1pp | 3.33%+44.6pp | 417.96%-370.1pp |
| Employer contribution / active EE | $3,362 | $6,829-50.8% | $6,166-45.5% | $4,740-29.1% |
| Participant deferral / active EE | $13,443 | $8,986+49.6% | $8,363+60.7% | $6,400+110.1% |
| Admin fee / account holder | $279 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |