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 6-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 | $158,773 | $158,398+0.2% | $126,539+25.5% | $142,382+11.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.23% | 593.76%-578.5pp | 425.95%-410.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,237 | $4,650+77.1% | $3,674+124.2% | $4,299+91.6% |
| Participant deferral / active EE | $18,167 | $4,767+281.1% | $4,083+345.0% | $6,507+179.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |