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 | $151,946 | $93,571+62.4% | $135,903+11.8% | $75,163+102.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 64.14% | 30.90%+33.2pp | 68.23%-4.1pp | 160.62%-96.5pp |
| Employer contribution / active EE | $4,058 | $3,537+14.7% | $4,856-16.4% | $2,670+52.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $207 | $6,975-97.0% | $10,762-98.1% | $5,651-96.3% |