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 | $233,255 | $177,572+31.4% | $154,803+50.7% | $142,382+63.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.83% | 65.07%-52.2pp | 58.88%-46.1pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,520 | $4,810-47.6% | $4,305-41.5% | $4,299-41.4% |
| Participant deferral / active EE | $27,500 | $6,272+338.5% | $5,540+396.3% | $6,507+322.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |