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 5-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 | $193,017 | $114,381+68.7% | $107,525+79.5% | $142,382+35.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.56% | 242.71%-229.1pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $18,498 | $4,015+360.8% | $3,754+392.8% | $4,299+330.3% |
| Participant deferral / active EE | $17,423 | $5,564+213.1% | $5,116+240.6% | $6,507+167.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |