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 | $176,435 | $67,411+161.7% | $91,001+93.9% | $70,131+151.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.88% | -40.16%+54.0pp | 4.60%+9.3pp | 73.14%-59.3pp |
| Employer contribution / active EE | $7,116 | $1,786+298.4% | $2,456+189.8% | $2,342+203.8% |
| Participant deferral / active EE | $7,236 | $2,823+156.3% | $3,547+104.0% | $3,332+117.2% |
| Admin fee / account holder | $16 | $4,236-99.6% | $5,417-99.7% | $4,645-99.7% |