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 | $172,753 | $111,724+54.6% | $93,606+84.6% | $145,922+18.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.83% | 202.98%-192.1pp | 133.20%-122.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $42,035 | $3,090+1260.5% | $2,420+1637.1% | $4,660+802.1% |
| Participant deferral / active EE | $14,965 | $4,912+204.7% | $4,411+239.2% | $6,688+123.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |