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 7-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 | $181,269 | $154,117+17.6% | $129,995+39.4% | $139,434+30.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 32.48%-19.7pp | -137.18%+150.0pp | 372.94%-360.1pp |
| Employer contribution / active EE | $18,944 | $5,289+258.2% | $4,320+338.6% | $4,751+298.8% |
| Participant deferral / active EE | $20,372 | $6,710+203.6% | $5,820+250.0% | $6,710+203.6% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |