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 | $242,348 | $100,970+140.0% | $96,576+150.9% | $137,256+76.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.92% | 38.16%-21.2pp | 38.47%-21.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $25,107 | $3,809+559.1% | $3,553+606.6% | $4,156+504.1% |
| Participant deferral / active EE | $27,825 | $8,286+235.8% | $7,956+249.7% | $6,407+334.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |