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 6-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 | $127,892 | $177,572-28.0% | $154,803-17.4% | $142,382-10.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.48% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $23,512 | $4,810+388.8% | $4,305+446.1% | $4,299+446.9% |
| Participant deferral / active EE | $12,133 | $6,272+93.5% | $5,540+119.0% | $6,507+86.5% |
| Admin fee / account holder | $145 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |