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 | $97,534 | $201,272-51.5% | $184,203-47.1% | $145,922-33.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.09% | 29.00%-5.9pp | 28.81%-5.7pp | 561.29%-538.2pp |
| Employer contribution / active EE | $14,217 | $7,022+102.5% | $6,427+121.2% | $4,660+205.1% |
| Participant deferral / active EE | $14,153 | $9,806+44.3% | $9,131+55.0% | $6,688+111.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |