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 | $201,359 | $118,849+69.4% | $96,562+108.5% | $167,490+20.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 22.04% | 50.49%-28.4pp | 37.78%-15.7pp | 478.56%-456.5pp |
| Employer contribution / active EE | $27,882 | $3,120+793.8% | $2,356+1083.2% | $4,837+476.4% |
| Participant deferral / active EE | $14,300 | $4,616+209.8% | $3,849+271.5% | $6,341+125.5% |
| Admin fee / account holder | $19 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |