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 8-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 | $162,380 | $112,881+43.9% | $90,951+78.5% | $158,922+2.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 44.51% | 215.79%-171.3pp | 134.60%-90.1pp | 302.83%-258.3pp |
| Employer contribution / active EE | $37,000 | $2,893+1178.9% | $2,122+1643.7% | $4,761+677.1% |
| Participant deferral / active EE | $18,552 | $4,128+349.5% | $3,373+450.0% | $5,982+210.1% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |