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 | $175,361 | $102,616+70.9% | $81,983+113.9% | $158,922+10.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.78% | 61.04%-43.3pp | 41.31%-23.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $13,732 | $3,240+323.8% | $2,498+449.7% | $4,761+188.4% |
| Participant deferral / active EE | $8,781 | $4,648+88.9% | $3,722+135.9% | $5,982+46.8% |
| Admin fee / account holder | $17 | $8,235-99.8% | $5,664-99.7% | $11,246-99.9% |