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 | $245,673 | $150,187+63.6% | $120,354+104.1% | $145,922+68.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 20.07% | 154.07%-134.0pp | 107.15%-87.1pp | 561.29%-541.2pp |
| Employer contribution / active EE | $15,980 | $4,348+267.6% | $3,463+361.5% | $4,660+243.0% |
| Participant deferral / active EE | $21,476 | $6,173+247.9% | $4,991+330.3% | $6,688+221.1% |
| Admin fee / account holder | $45 | $12,207-99.6% | $9,423-99.5% | $13,397-99.7% |