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 | $191,952 | $114,381+67.8% | $107,525+78.5% | $142,382+34.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.69% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $10,321 | $4,015+157.1% | $3,754+175.0% | $4,299+140.1% |
| Participant deferral / active EE | $13,811 | $5,564+148.2% | $5,116+170.0% | $6,507+112.2% |
| Admin fee / account holder | $5 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |