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 9-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 | $190,204 | $87,540+117.3% | $75,781+151.0% | $125,391+51.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.77% | 13.48%-12.7pp | 9.68%-8.9pp | 282.22%-281.5pp |
| Employer contribution / active EE | $20,000 | $3,930+408.9% | $3,323+501.8% | $4,866+311.0% |
| Participant deferral / active EE | $23,236 | $4,229+449.4% | $3,651+536.4% | $5,352+334.2% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |