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 | $136,252 | $77,503+75.8% | $100,391+35.7% | $80,856+68.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.31% | 37.20%-23.9pp | 49.20%-35.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $16,195 | $2,801+478.2% | $3,942+310.9% | $2,755+487.9% |
| Participant deferral / active EE | $15,965 | $6,820+134.1% | $8,082+97.5% | $4,296+271.7% |
| Admin fee / account holder | $180 | $5,897-96.9% | $7,899-97.7% | $6,918-97.4% |