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 | $185,751 | $106,584+74.3% | $101,326+83.3% | $142,382+30.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.90% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $24,625 | $3,956+522.5% | $3,665+571.8% | $4,299+472.8% |
| Participant deferral / active EE | $15,500 | $8,297+86.8% | $7,994+93.9% | $6,507+138.2% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |