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 3-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 | $211,019 | $117,983+78.9% | $101,794+107.3% | $142,382+48.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.02% | 36.92%-21.9pp | 30.53%-15.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $35,418 | $2,773+1177.4% | $2,289+1447.4% | $4,299+723.8% |
| Participant deferral / active EE | $20,296 | $4,714+330.6% | $4,084+397.0% | $6,507+211.9% |
| Admin fee / account holder | $12 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |