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 7-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 | $237,518 | $57,354+314.1% | $83,848+183.3% | $64,186+270.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.42% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $12,468 | $2,545+389.8% | $3,631+243.4% | $2,381+423.7% |
| Participant deferral / active EE | $8,933 | $2,993+198.4% | $4,082+118.9% | $3,470+157.5% |
| Admin fee / account holder | $40 | $4,046-99.0% | $5,478-99.3% | $4,888-99.2% |