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 10-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 | $153,548 | $100,773+52.4% | $88,946+72.6% | $142,382+7.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.93% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5,395 | $2,918+84.9% | $2,555+111.1% | $4,299+25.5% |
| Participant deferral / active EE | $23,795 | $5,230+354.9% | $4,581+419.4% | $6,507+265.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |