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 | $230,651 | $92,703+148.8% | $82,719+178.8% | $134,475+71.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.25% | 944.92%-944.7pp | 701.18%-700.9pp | 417.96%-417.7pp |
| Employer contribution / active EE | $1,840 | $3,274-43.8% | $3,009-38.8% | $4,740-61.2% |
| Participant deferral / active EE | $18,000 | $4,802+274.8% | $4,395+309.6% | $6,400+181.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |