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 6-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 | $188,978 | $111,814+69.0% | $103,374+82.8% | $145,959+29.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.73% | 24.77%-6.0pp | 24.89%-6.2pp | 561.95%-543.2pp |
| Employer contribution / active EE | $24,315 | $4,214+477.0% | $3,869+528.4% | $4,661+421.7% |
| Participant deferral / active EE | $15,277 | $5,618+171.9% | $5,058+202.0% | $6,689+128.4% |
| Admin fee / account holder | $25 | $9,754-99.7% | $8,394-99.7% | $13,398-99.8% |