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 | $249,447 | $116,175+114.7% | $93,606+166.5% | $152,861+63.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.97% | 35.96%-13.0pp | 32.76%-9.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $16,258 | $3,218+405.2% | $2,718+498.2% | $4,762+241.4% |
| Participant deferral / active EE | $15,858 | $4,603+244.5% | $4,069+289.8% | $5,850+171.1% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |