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 7-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 | $165,200 | $152,509+8.3% | $117,472+40.6% | $134,475+22.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.16% | 52.99%-52.8pp | 29.74%-29.6pp | 417.96%-417.8pp |
| Employer contribution / active EE | $20,916 | $5,571+275.4% | $4,176+400.9% | $4,740+341.3% |
| Participant deferral / active EE | $27,000 | $4,818+460.4% | $4,070+563.4% | $6,400+321.9% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |