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 9-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 | $235,965 | $106,584+121.4% | $101,326+132.9% | $142,382+65.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.90% | 36.93%-19.0pp | 36.82%-18.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,324 | $3,956-16.0% | $3,665-9.3% | $4,299-22.7% |
| Participant deferral / active EE | $10,040 | $8,297+21.0% | $7,994+25.6% | $6,507+54.3% |
| Admin fee / account holder | $33 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |