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 4-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 | $177,590 | $209,336-15.2% | $197,124-9.9% | $137,256+29.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.11% | 48.09%-23.0pp | 44.34%-19.2pp | 220.34%-195.2pp |
| Employer contribution / active EE | $18,172 | $6,591+175.7% | $6,227+191.8% | $4,156+337.2% |
| Participant deferral / active EE | $12,410 | $9,614+29.1% | $9,135+35.9% | $6,407+93.7% |
| Admin fee / account holder | $50 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |