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 9-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 | $245,179 | $104,974+133.6% | $95,585+156.5% | $142,382+72.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 34.80% | 210.33%-175.5pp | 38.56%-3.8pp | 217.08%-182.3pp |
| Employer contribution / active EE | $16,322 | $2,779+487.4% | $2,527+546.0% | $4,299+279.7% |
| Participant deferral / active EE | $6,158 | $4,352+41.5% | $4,023+53.1% | $6,507-5.4% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |