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 9-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 | $226,598 | $113,935+98.9% | $94,224+140.5% | $125,391+80.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.11% | 5.29%-3.2pp | 10.68%-8.6pp | 282.22%-280.1pp |
| Employer contribution / active EE | $8,685 | $4,727+83.7% | $3,587+142.1% | $4,866+78.5% |
| Participant deferral / active EE | $21,000 | $5,179+305.5% | $4,320+386.1% | $5,352+292.4% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |