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 | $130,370 | $114,381+14.0% | $107,525+21.2% | $142,382-8.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.11% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $15,690 | $4,015+290.8% | $3,754+318.0% | $4,299+264.9% |
| Participant deferral / active EE | $8,393 | $5,564+50.8% | $5,116+64.1% | $6,507+29.0% |
| Admin fee / account holder | $63 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |